Document Request Form
Use this form to add or update contracts, templates, or other documents.
Your Information
Tell us about yourself! Enter your contact information so we can let you know when your request is complete!
Name
*
First Name
Last Name
Email
*
Phone Number
*
Please enter a valid phone number.
Account Administrator Email
Only organization administrators may make account update requests. If you are not the organization administrator, please enter their email. This will ensure your request is processed as quickly as possible.
Company Name
*
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Let's get more information on your document update!
Is this an update to an existing document or a new document in your account?
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Please Select
Document Update - this will replace my existing document
New Document - this is an addition to my document package
Should this document be included in all document packages or only within certain requirements/conditions?
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Please Select
This document will be included in all document packages
I want to specify the requirements/conditions for the document
We can set up your document in such a way that it only populates in certain situations, such as a specific utility, specific state, specific zipcode, specific installation type – like battery only, etc. Note: all contracts are set to require a solar project, unless otherwise specified.
Please specify the requirements/conditions for your document.
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Please write the name of specific utility, state, city, installation type, etc. for which your document will populate.
Upload the document(s)
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Browse Files
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Choose a file
.docx is the preferred file type. A PDF document, a .docx document that was generated from a PDF converter, or a complex/intricately formatted document will delay the completion of this request.
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I aknowledge that if I uploaded a PDF document, a .docx document that was generated from a PDF converter, or a complex/intricately formatted document it may take up to 10 business days to complete.
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Yes
Please upload an example of a signed version of your document(s)
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Having access to a previously signed version of the document will help us better understand what information should be represented in your document.
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Please upload a highlighted/commented version of your document(s)
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If possible, create a copy of your document with highlighed fields that need to be manually inputted or auto-generated by our system. Using different colors for highlighting different types of inputs would be super helpful. Example: yellow - contractor input, green - homeowner input, red - auto-generated information etc.
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Would you like us to auto-populate the EverBright-approved Adders inside your document(s)?
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In the document, we can automatically populate the EverBright-approved Adders you Select in the Cost Build-Up feature in the Quote Phase of the job. This can only be done with EverBright-approved Adders. Please note, the order in which you Select the Adders in the Cost Build-Up feature will be the order they are listed in on the document. For this reason, we recommend having an "Adders" section in the document. We can only auto-populate the EverBright-approved Adder name, quantity, and price. If you are not interested, type "No".
Would you like to review the document(s) before we include it in your document package?
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Please Select
Yes
No
We recommend reviewing the document(s) before we include it in your document package. This review will occur on an EverBright test platform. Testing instructions will be provided by EverBright Support once your document(s) are ready to be reviewed.
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Anything else to add?
Please enter in anything you wish to add, that wasn't contained in the questions above.
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