At SOLR AI, our integration with DocuSign streamlines the contract and proposal process for solar installers and energy providers, enabling a seamless and efficient end-to-end workflow. By leveraging DocuSign’s robust e-signature technology, we ensure that users can manage legally binding agreements effortlessly and securely, directly from the SOLR AI platform.

How the Integration Works

1. Automated Proposal Generation:
   • SOLR AI generates customized, professional proposals based on user inputs, including solar system details, financing options, and cost breakdowns.
   • Proposals are formatted as PDFs and sent automatically to DocuSign for e-signature workflows.
2. E-Signature Process:
   • Once a proposal or contract is ready, users can send it to customers via DocuSign with just one click.
   • Customers receive an email with a secure link to review and sign the document digitally.
   • The signed document is automatically returned to SOLR AI and stored for future reference.
3. Status Tracking:
   • The platform provides real-time updates on the status of documents, including whether they have been sent, viewed, or signed.
   • Installers and energy providers can monitor the progress of agreements directly from their SOLR AI dashboard.
4. Compliance and Security:
   • DocuSign ensures compliance with e-signature laws like eIDAS (EU) and ESIGN (US), providing legally binding agreements.
   • Documents are encrypted and stored securely, meeting industry-leading data privacy and security standards.

Key Benefits

• Time-Saving Automation: Eliminates the need for manual paperwork, reducing the time it takes to finalize agreements.
• Improved Customer Experience: Customers can sign proposals from anywhere, on any device, making the process quick and convenient.
• Seamless Integration: The entire workflow—from proposal creation to signing—is managed within the SOLR AI platform, avoiding the need to switch between tools.
• Legally Binding: Agreements signed via DocuSign are fully compliant and enforceable, giving both installers and customers peace of mind.
• Centralized Document Management: Signed agreements are stored within the SOLR AI platform for easy access and audit trails.

Use Cases

• Proposal Approval: Customers can instantly approve solar installation quotes, accelerating project timelines.
• Loan Agreements: Solar financing terms can be reviewed and signed digitally, reducing barriers to funding approval.
• Installation Contracts: Legally binding installation agreements can be finalized without physical meetings or paperwork.

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Future Enhancements

• Bulk Sending: For larger solar providers, enable bulk sending of contracts to multiple customers simultaneously.
• Smart Templates: Use AI to pre-fill customer and project data into DocuSign templates, further reducing manual input.
• Integrated Reminders: Automated follow-up reminders for unsigned documents to ensure agreements are completed promptly.

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