How to Send a Contract for GoodLeap Lease/PPA
Follow the steps below to send agreement contracts to your customer
Step 1: After successfully qualifying your customer, scroll down to find the “Upload Utility Bill” button as well as the “Sign Agreements” button.
Step 2: Click on the “Upload Utility Bill” button.
Step 3: Upload the utility bill.
Step 4: Click “Save” to complete the uploading process.
Step 5: Click on the “Send Agreement” button to send the GoodLeap Lease/PPA agreements to the homeowner.
Step 6: Click “Yes” to send your documents for the new quote to your customer.