daytore.blogg.se - Solr suggester configuration

Step 4: Set up Email Message - Determine the generic email name, subject, and body of this template that will go out with each contract envelope.

Step 3: Choose Auto-fill Fields - Click “Select All” for each section to enable all Auto-Fill Fields as an option for your configuration.

You can add as many PDFs to your template as you'd like to create an "Agreement Packet". Step 1: Name your template - Give your template a name that will be easily distinguishable.Click on “New Template” to begin configuring a new Sales Agreement template. Log into your Aurora account and navigate to Settings > Sales Agreements. Please note that the 6 items below cannot be changed after you save your template without creating a new template from scratch. Please note that only account Administrators can make these changes. The following steps can only be taken once you've purchased Contract Manager and it is enabled for your account by your Onboarding or Customer Success Manager. If you are interested in adding Contract Manager to your custom Aurora account plan, please reach out to Contract Manager in your Aurora Account: Who Is Eligible to Use Aurora's Contract ManagerĬontract Manager is available to all residential solar companies in the US on a Custom account plan.

This enables sales teams to speed up their sales cycle, reduce errors, and boost their win rate by closing deals on the first meeting - all within Sales Mode. They can then send out documents to homeowners for their e-signature. Add CC'd Recipient Roles to a New Contract TemplateĬontract Manager is an add-on product in New Aurora that allows solar sales reps to easily generate deal documents, with project details automatically populated from Sales Mode.