E-Signature
Send documents for electronic signature, track customer sign-off, and keep signed paperwork in OpenSolar.
What is E-Signature in OpenSolar?
E-Signature helps your team get solar documents signed without moving paperwork into a separate system.
- Send documents for electronic signature from OpenSolar
- Use the built-in signing workflow, PandaDoc, or DocuSign
- Track customer sign-off and document status
- Keep signed paperwork connected to the project
- Give sales, finance, and ops one place to find signed documents
Why Pros use E-Signature in OpenSolar
Let customers review and sign from the proposal flow, helping your team reduce follow-up and avoid drop-off after the customer says yes.
Use the built-in signing workflow, PandaDoc, or DocuSign based on your signing costs, volume, documents, and authentication needs.
Track signing status and keep completed documents with the project, so sales, finance, and ops can find the paperwork when they need it.
What comes with E-Signature?
-
Built-in signing workflow
Send documents for signature from OpenSolar and keep the signing step connected to the customer and project.
-
PandaDoc and DocuSign provider options
Connect the provider that fits your signing process, customer needs, and document setup.
-
Customer signing from any device
Let customers review and sign documents from wherever they are, on the device they’re using.
-
Secure documents and audit trails
Use encrypted documents and complete audit trails to keep sign-off clear and documented.
-
Template and countersigner support
Add provider placeholders, signature fields, countersigners, and required documents before sending.
-
Signed documents tied to the project
Track signing status and keep completed documents connected to the project record.
How it works
Use the built-in signing workflow, or connect PandaDoc or DocuSign if your team needs a supported provider.
Add the right placeholders, signature fields, countersigner settings, and required documents before sending.
Send the document for signature, let the customer review and sign, and keep the completed paperwork connected to the project record.
What the Pros have to say
FAQs
OpenSolar has a built-in signing workflow and supports integrated provider options including DocuSign and PandaDoc.
Choose the setup that fits your team’s signing process, document needs, authentication needs, current tools, and signing costs.
Use the built-in signing workflow when your team needs a straightforward way to collect customer sign-off and keep signed paperwork connected to the project.
Use DocuSign if your team already uses it, needs optional authentication settings, or wants a leading E-Signature provider connected to OpenSolar.
Use PandaDoc if your team wants a supported E-Signature and document workflow in OpenSolar, including generated documents, PDF templates, countersignatures, status tracking, and completed document storage.
Yes. PandaDoc may help teams manage signing costs, especially where contract volume or current provider costs are a concern. Cost impact depends on your setup.
Yes. DocuSign and PandaDoc can support signing steps for finance, originations, and CashFlow when configured correctly.
Yes. Customers can review and sign documents from wherever they are, on the device they’re using.
Yes. DocuSign and PandaDoc can support countersignatures when your contract template and provider settings are configured.
Yes. For California installers, OpenSolar can include required consumer protection documents in the signing envelope when the template is configured correctly.
Yes. Completed signed documents can stay connected to the project record, so your team can find them later.
The completed signing step stays connected to the project. If a deposit payment is set up, the customer can move on to payment after signing.
