Send lease documents for one signature: written steps

Who does this: Sales reps and leasing coordinators

Lease paperwork should go out from the quote in one step and come back signed in one step.

This training covers

1. Setting up your company signatory
2. Choosing and sending the document set
3. The customer signing once
4. The signed documents on the order

Before you start

• Set up your company signatory first.
• The customer signs once for every document.
• Signed documents are kept on the sales order.

Send lease documents for one signature

1. Settings > Users & Companies > Companies > your company > Lease Settings.
2. Lessor Signatory section.
3. Signatory and signature filled in.
4. Lease quote: Lease Documents.
5. Click Send by Email.
6. Every document listed; click Send.
7. Portal: Review & Sign.
8. Title and name, sign, Accept & Sign.
9. Signed.
10. Signed documents in the chatter and the Signed Lease Agreement button.
11. Customer signature and countersignature.

What you just did

• Set up the company signatory
• Sent the lease documents
• Saw the customer sign once
• Found the signed documents on the order

That's send lease documents for one signature. Next up, Chapter 18: tiered meters on the sales order.