Here is a list of the custom data labels that can be used in DocuSign when building your templates. If there is not a data label that pulls the information you need, please reach out to our Customer Support team.
Customer Information
This information will all pull from the customer information page in Solo, as it was entered at the time the document was requested:
customer_name - Populates the name entered for the customer. You can also use the “Full Name” DocuSign data label.
Customer_first_name - Populates the customer’s first name from Solo.
customer_last_name - Populates the customer’s last name from Solo.
customer_phone_1 - Populates the customer’s phone number formatted (000) 000-0000.
customer_email_address - This will populate the customer's email address.
customer_address - This populates the basic customer’s street address not including the state, zip code, or city.
customer_city - This populates the customer’s city, pulled from the address entered in Solo.
customer_county - This populates the customer’s county, pulled from the address in Solo.
customer_state - State the customer is located in, pulled from the address in Solo.
customer_zip - This populates the customer’s zip code, pulled from the address in Solo.
customer_full_address - This populates the entire customer address, including the street address, state, city, county, and zip code.
PHX_customer_id - Customer ID in Solo. For example: 4498808
Proposal_id - The ID of the proposal the documents were requested from/for.
proposal_url - Populates a link to the proposal the docs were requested for, similar to the link used in the share/present feature.
lead_number - Populates the number entered in the corresponding field in the customer page. Most commonly used for API connections in which the CRM ID will be used as the unique identifier.
rescission_date - Generates a date 5 days after the date signed value, based off of the signer the data label is assigned to. If you would like a similar value, but with a different amount of days, please reference our commonly formulas article.
Cosigner Information
cosigner_name - Populates the name entered for the co-applicant during the document request. You can also use the DocuSign label “Full Name” assigned to the cosigner for the same value.
cosigner_email - Populates the email address entered for the co-applicant during the document request. 
Company Information
company_name - The name of the company that the customer is assigned to in Solo.
sales_rep_license_number - License number of the sales rep assigned to the customer at the time the docs request was made. This is pulled from the “License Number” field on the user profile.
sales_rep_phone - Phone number of the sales rep assigned to the customer, pulled from the user’s profile.
Design Elements & Production Values
This information will be pulled directly from the proposal, as it was at the time the document was requested:
azimuth - The orientation of each array in degrees, separated by commas.
tilt - The tilt values for all the arrays on the system, separated by commas.
system_size_kW* - The size of the proposed system in kW, rounded to the nearest 3rd decimal places (for ex, an 18.5kW would be 18.500).
system_size_ac* - Converts and displays the DC system size to be the AC system size in kW.
number_of_inverters - Total number of inverters the system is using.
number_of_modules - Total number of modules the system is using.
battery_count - Number of batteries selected on the proposal.
offset - The exact percentage of offset on the proposal, rounded to two decimal points (for example, 170% on the proposal, displayed as 170.15).
production_25_year_total_kwh - Total estimated yearly production for 25 years, in kilowatt hours.
first_year_production - Estimated first year production of the system. This is pulled the Estimated Yearly Production value on the proposal.
To get a data label that pulls the system size in Watts, please see the common formulas article HERE 📄.
Equipment
battery_manufacturer - Name of the manufacturer of the selected battery. For example, Generac.
battery_model - Full name of the battery, excluding the manufacturer name. For example, PWRcell M6+M6 (36 kWh).
inverter - The inverter's full name (for ex: Enphase IQ7A-72-2-US). If inverter has a Docs Custom Display Name entered for a inverter, that is what will be populated.
inverter_brand - Displays only the brand of the inverter selected on the proposal.
inverter_model - Displays only the model of the inverter selected on the proposal (for ex: IQ7A-72-2-US)
panel - the selected module’s full name (for ex: VSUN 440-144M-BB). If the module has a Docs Custom Display Name entered for the module, that is what will be displayed instead.
panel_brand - Displays only the brand of the module selected on the proposal.
panel_model - Displays only the model of the module selected on thep proposal (for ex: Q.PEAK L-G4.2 370)
Finance Information
$/kwh - Populates the post-solar cost per kWh from the Analysis page of the proposal. 
lender_name - Name of the lender from the finance option selected on the proposal.
loan_amount - The total loan amount on the proposal. This is NOT the same as the total system cost.
loan_apr - The APR percentage of the finance option on the proposal.
loan_term_months - Term of the selected finance option in months.
loan_term_years - Term of the selected finance option in years.
promotional_payment - Loan payment amount for the first period of the loan, before re-amortization. 
second_payment_with_incentives - Loan payment amount, after re-amortization, after applicable incentives have been applied.
second_payment_without_incentives - Loan payment amount, after re-amortization, without applicable incentives applied.
total_installed_system_price - The total price of the system on the proposal. Same as the “Final System Cost” value on the proposal pricing tab.
customer_deposit_amount - Displays the down payment amount. We recommend this data label remain set as non-required.
federal_tax_credit - The amount of the federal tax credit (30% of the system cost).
Utility Information
Utility Account Holder Name - Use the standard Full Name data label, assigned to the Utility Account Holder signer, which can be added by following these steps HERE.
Utility Account Holder Email - Use the standard Email data label, assigned to the Utility Account Holder signer, which can be added by following these steps HERE.
utility_account_number - The utility account number that is filled out by the user during the doc request. 
customer_historic_cost - The estimated annual utility bill, calculated by multiplying the "Your Current Utility Bill" value by 12. This will display as a non-rounded value.
customer_historic_usage - Customer’s annual utility usage, as entered when the user creates the customer.
utility_company - The utility company that is selected on the customer page in Solo.
utility_incentives - Populates the dollar amount(s) for any utility incentives selected on the proposal.
utility_meter_number - The utility meter number that is filled out by the user during the doc request.
average_utility_bill - Estimated post-solar utility bill amount. (This is the “New Utility Bill” field on the proposal).
system_lifetime_savings - Estimated 25-30yr savings value, pulled from the Analysis page of the proposal.
total_post_solar_payments - Total cost of the estimated post-solar utility bill after 25 years.
state_incentives - Populates the dollar amount(s) for any state incentives selected on the proposal.
Adders
adder_names_and_prices - List of the selected adders and their associated prices, separated by commas. If the adder has a custom Docs Display Name, that is what will be displayed.
adders - List of the selected adders, separated by commas. If the adder has a custom Docs Display Name, that is what will be displayed.
total_cost_of_adders - Combined cost of all adders selected on the proposal.