Team Templates
Centralized template libraries let administrators manage approved proposal formats, enabling consistent branding and legal language while allowing field users controlled customization within predefined sections.
A focused template saves time, reduces errors, and presents a consistent, professional proposal to prospects while maintaining regulatory and disclosure requirements for solar installations.
A front-line salesperson who customizes proposal templates for prospects, explains financing options, and follows up to secure signatures. They rely on consistent templates to maintain compliance and present clear pricing and system expectations.
The PM verifies technical scope, schedules installation milestones, and uses signed proposals to coordinate permits and procurement. Accurate templates reduce scope creep and help ensure installations meet client specifications and code requirements.
Sales teams, project managers, and installers use templates to ensure consistent proposals across clients and projects.
Templates improve handoffs between sales and operations and reduce rework during project onboarding.
Centralized template libraries let administrators manage approved proposal formats, enabling consistent branding and legal language while allowing field users controlled customization within predefined sections.
Automate distribution of identical proposals to multiple recipients for quotes or group contracts; supports personalization through merge fields and reduces manual send time.
Comprehensive logs capture signer identity, timestamps, IP addresses, and document versions to provide an evidentiary record for legal and compliance needs.
Optional multi-factor authentication for signers strengthens identity verification for high-value contracts and commercial installations, improving trustworthiness of the executed document.
Add company logos, branded email signatures, and customized messaging to proposals so clients see consistent professional materials that reflect your business identity.
Connect templates to CRM, cloud storage, and accounting systems so signed proposals automatically sync customer data, archived documents, and invoicing workflows.
Create reusable proposal layouts that include company branding, standard contract language, and configurable sections for equipment, warranties, financing, and local permit requirements to ensure every proposal meets internal and regulatory standards.
Use dynamic fields to populate customer names, address, utility rates, system size, and pricing automatically from CRM or lead records to reduce manual entry and ensure accuracy across documents.
Place signature, date, and initial fields for clients and internal approvers; configure signer order and authentication methods to meet contractual and regulatory needs for binding agreements.
Ensure templates render correctly on phones and tablets so customers can review and sign proposals in the field, shortening sales cycles and enabling on-site approvals.
| Feature | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signer Order | Sequential |
| Expiration Policy | 30 days |
| Retention Period | 7 years |
| Notification Channels | Email only |
Ensure your chosen eSignature solution supports common platforms used by sales and operations teams.
Mobile and browser compatibility ensures proposals and embedded email signatures render correctly for recipients and signers across devices, reducing friction in field sales and client review.
A solar company sends a branded proposal with system specs and financing options to a homeowner.
Resulting in faster electronic consent and a 30% shorter time from quote to signed agreement.
A commercial estimator uses a standardized template for a rooftop array including structural notes.
Leading to clearer procurement, fewer RFI cycles, and an accelerated permitting timeline for the project team.
| ESIGN & UETA validity | signNow (Recommended) | DocuSign | Adobe Acrobat Sign |
|---|---|---|---|
| Bulk Send | |||
| REST API | |||
| HIPAA compliance | |||
| Template Library |
| Vendors | signNow (Recommended) | DocuSign | Adobe Acrobat Sign | PandaDoc | Dropbox Sign |
|---|---|---|---|---|---|
| Entry-level Plan | Business $8/user/mo | Personal $10/user/mo | Standard $12.99/user/mo | Essentials $19/user/mo | Standard $15/user/mo |
| Mid-tier Plan | Business Premium $20/user/mo | Standard $25/user/mo | Business $24.99/user/mo | Business $39/user/mo | Business $25/user/mo |
| Enterprise Options | Custom enterprise pricing | Enterprise plans | Enterprise plans | Custom quotes | Enterprise pricing |
| API Access | Included on paid plans | Available with add-ons | Available with subscription | Available | Included |
| Advanced Security | MFA and SSO available | MFA and SSO | MFA and SSO | SSO available | SSO and MFA |
Create, execute, and manage workflows of any intricacy, digitally from almost anywhere. Scalable eSignature functionality ensure you can exchange papers with the right people in the right way and define roles for every recipient. Complete document workflows faster and easier than ever before.
Improve intricate signing tasks with airSlate SignNow�s highly effective features to boost your business. Manage your automated eSignature workflows to make sure they're operating at maximum efficiency with instant notices and alerts.
Join teams together in a safe, shared environment. Manage paperwork, use form templates and notifications to create better cross-organization interaction. Relieve your employees from having to spend time on repeating activities to enable them to concentrate on valuable, business-crucial tasks.
Run your projects with industry-leading integration. Assemble Salesforce, Microsoft Teams, and SharePoint all in one business thread. Hook up your applications to a single unit for unlimited possibilities and higher efficiency.
Feel safe with the knowledge that your data remains secure by the most recent in encryption security. airSlate SignNow is GDPR and eIDAS certified and provides you awareness into your signing procedure with court-admissible audit trails. Set up user authorization and roles to manage who has access to what.