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Sending Docs for Palmetto LightReach

Once your customer's application has been submitted and approved, the 'Send Docs' button will populate on the quote. Follow these steps to send your customer's documents:

  1. On the proposal, open the Palmetto LightReach quote by clicking 'Qualify'. 

  2. Click 'Send Docs' will send over Palmetto LightReach documents to the customer.

     

  3. Once sent, a message will appear letting you know when the contract was sent.

Try it out!

After documents are sent, there may still be stipulations to resolve. Be sure to review the stipulations on the proposal to ensure all action items are completed.