If you are working with a customer that already has a signed agreement in the Sighten system but needs a new agreement, you have several options for how to move forward:

  • Re-sign task: If the new agreement is going to be for the same financing product, you can use a re-sign task to initiate a new agreement as long as a re-sign task is available in the workflow you're using.
  • Otherwise, move forward with a new quote & signed agreement: You can create a new quote and send out a new agreement for signing. You can cancel the original quote and workflow using the archiving feature to get rid of the original workflow that shows up in the ops pipeline (although make sure you move over any needed documents into the new workflow first!). If you don't cancel the original quote, two entries for the same customer will show up on the ops pipeline, which can be confusing for teams working on the job.


If you are modifying the original customer information and signing a new agreement, here are more detailed instructions you can follow:


To perform a re-sign for a job that already has a signed contract, follow these steps:

  1. Update Information:

    • If contact, utility, or usage data needs to be changed, update this on the site page.  

      • Note that the address cannot be updated. You must create a new site & quote to use a new address.

      • Changes to the contact name and email address on the customer information (site page) will likely not impact new contracts, as the contact information associated with the credit approval is used for the contracts.

    • If the system design needs to be updated, make this change before starting your re-sign. Either modify the system used for the quote that was originally signed, or create a new system (we like calling it “Site Visit” or “Updated System Design” -- something to flag that it has updated information) and create a quote for the new system.

  2. Quote selection: choose an existing quote, or create a new quote you would like to use for the re-sign.

    • This needs to be an unsigned quote - you cannot use the originally signed quote for the re-sign. It’s fine to create a new quote using all the same quote inputs.

    • Pre-existing quotes will be based on the inputs you used to create them, but may show different savings numbers or pricing now based on the changes you made to the other customer data.

  3. Credit: if the homeowner needs to re-apply for credit due to changes in the financing product that will be used, go to the qualification page, cancel the credit application by clicking on the x, and re-initiate the application by clicking apply and choosing the new quote.  

    • If the re-sign is for a new product, the homeowner may need to re-apply for credit.

    • If the re-sign is for a new product, with the same lenders, the homeowner may not need to re-apply.

  4. Contract re-sign: send out the new contract for e-signature, or download it then uploaded the signed hard copy.

  5. Proceed with new signed quote & contract: you can now proceed with the new signed quote and contract.

    • If you had any documents uploaded in ops, re-upload these to the new contract workflow.

    • The old workflow will still be available for reference but should not be used for new uploads or workflow activity. You will see it as a duplicate job in the pipeline. You can using the archiving feature to cancel the quote to remove the duplicative job from the pipeline, but if you do this you will no longer be able to access the archived workflow.


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