Monitor regulators and localities
OpusDocs AI watches configured regulator, utility, city, and county sources for new forms and revised versions, reducing the manual checking that falls on legal teams.
OpusDocs for Solar
Built for solar. Paperwork, automated.
OpusDocs was designed first for residential solar. Generate state, utility, and local document packages from Salesforce across all 50 states, with templates your team can easily manage. Help legal stay aware when authorities publish new form versions.
Designed first for residential solar
Published PDFs filled from Salesforce
Visual PDF editing and Word template authoring
Form-version awareness for legal teams
- CPUC Agreement
- State Disclosures
- Utility interconnection
- NEM Agreement
- Permit Applications
From Salesforce to signature
Every document. One connected workflow.
- Consumer protection guide
- Customer agreement
- Utility interconnection
- Local permits
- Incentives and rebates
- Ready for signature
OpusDocs AI for solar
Stay aware when authorities publish new versions
Keeping up with every regulator, utility, city, and county is a constant burden for solar legal teams. OpusDocs AI monitors the sources configured for your markets, prepares an initial template, and automatically alerts your business when a new or changed document is published.
Prepare the initial template
When a new or changed document is detected, OpusDocs AI prepares an initial template for your team to review, giving operations a starting point for the update.
Automatically alert the business
Your business is automatically alerted to the new or changed document, so legal and operations know there is an update to review and a template to validate.
AI prepares. Your team approves. Legal and operations review the document, validate the initial template, and approve it before use in customer packages.
Solar paperwork is conditional, regulated, and always changing
A battery, a different account holder, or a new permit jurisdiction can change the package. Use Salesforce data to select the documents that apply.
- State, utility, and authority having jurisdiction
- System size and utility program rules
- Solar only, or solar with battery storage
- Homeowner and utility account holder are different people
- Language and sales channel requirements
- Incentive and rebate eligibility
Fixed forms, real data
Work directly with published utility and government PDFs. Map account numbers, meter numbers, system ratings, and production estimates to Salesforce fields, then assign signature, initial, and date tags to the appropriate signer roles.
From PG&E and SCE agreements to ComEd storage forms and local permit authorizations, the layout stays intact while your team controls the data and signing rules.
See OpusDocs in action
From smarter templates to documents at scale.
See how AI helps your team build templates, automate generation, and keep your workflows moving.
Explore what OpusDocs can do for your business- 21,500+
- documents per day
- In one production deployment
- 1.1 sec
- production average generation time
- Across the full daily document mix
- 3.1M+
- documents since Nov 2024
- Generated since the customer launch
Measured customer performance
Conga vs. OpusDocs: measured solar document performance
Compare measured times for a lightweight document and a complex Customer Agreement from one customer.
faster generation
High-complexity Customer Agreement · 257-page source template
Median elapsed time · one customer
- Conga legacy workflow
- OpusDocs generation
| Document complexity | CongaLegacy workflow | OpusDocsDocument generation |
|---|---|---|
| Low complexityLightweight document · 8-page source template | ||
| High complexityCustomer Agreement · 257-page source template |
Separate samples from one customer. Conga measures the wait from starting the workflow to a completed file. OpusDocs measures generating and storing the PDF after the data is supplied. These results show individual document speed, not simultaneous processing capacity.
The paperwork behind every install
In California, Texas, and Illinois, each state, utility, and permit office adds its own forms, signers, and revisions. Choose a category to explore the document workflows you can configure in OpusDocs.
Consumer protection / 4 document examples
CPUC Solar Consumer Protection Guide
CSLB Solar Energy System Disclosure and Supporting Information
Illinois Shines purchase, lease, and PPA disclosures
Language-specific versions for the sale
Interconnection and net metering / 4 document examples
PG&E and SCE NEM / Net Billing Tariff agreements
ComEd Level 1 Application and Contract
Oncor interconnection paperwork
Certification of Completion
Customer authorizations / 2 document examples
Authorization to Receive Customer Information or Act on a Customer’s Behalf
Permit signature authorizations
Incentives and storage / 3 document examples
ComEd Distributed Generation Rebate terms
Net Metering Energy Storage Device Certification
Energy Storage Supplemental Form
Permits and local requirements / 3 document examples
Riverside Land Use and Permit Application Processing Agreement
Certification of Residential Roof-Top PV Solar Site Plan/Project
City and county electrical permit applications
Property and account holders / 4 document examples
HOA authorizations and limited powers of attorney
Utility account holder Name Clarification Form
Existing system confirmations
Customer agreements, cover sheets, and change orders
Read the full breakdown in Built for Solar: Automate Your Paperwork from Salesforce, or see high-volume document generation in production. For a closer look at document speed, explore the benchmarks for simple forms and complex Customer Agreements.
From Salesforce record to signature-ready package
Four steps, all driven by the data your team already keeps in Salesforce.
Trigger
Start from the Salesforce record
A Salesforce action, automation, or API request starts generation using the customer, site, utility account, and system design already on the record.
Select
Assemble the package
Rules choose the consumer protection, utility, incentive, and permit forms that apply to this deal and put them in signing order.
Generate
Fill every form
Each form is filled from CRM data, including calculated values, and tagged for every required signature, initial, and date.
Sign and store
Collect signatures and file
Packages route to each signer. Signed files land in your storage, and Salesforce keeps the status of every document.
Moving beyond a hard-to-maintain template library?
If you use Conga Composer or another document tool, bring a form your team regularly updates. See how OpusDocs handles field mapping, conditional content, signatures, and previews with Salesforce data. Compare the work it takes to maintain the package as well as generate it.
Frequently asked questions
How does OpusDocs make solar templates easier to manage?
Your team can map fields and signer tags visually on published PDFs, maintain customer agreements in Word with AI-assisted field discovery and conditions, and preview output with Salesforce data. Template versions go through review so routine updates have a clear path from editing to approval.
Does OpusDocs support solar teams operating in all 50 states?
Yes. Configure the state, utility, and local forms your team uses, then generate them from Salesforce through one workflow. Your approved template library and package rules define coverage for each market, including California, Texas, and Illinois.
What solar documents can OpusDocs generate?
Utility interconnection and net billing agreements, state consumer protection guides and disclosures, incentive and rebate forms, customer authorizations, city and county permit applications, and your own customer agreements, cover sheets, and change orders. Your team configures the templates and rules for each state, utility, and jurisdiction.
Can OpusDocs fill utility PDF forms without recreating them?
Yes. The published PDF layout is preserved. In the OpusDocs PDF editor, your team places merge fields bound to Salesforce and signature, initial, and date tags directly on the original PDF.
How does OpusDocs decide which forms a deal needs?
Conditional rules evaluate the fields you already track in Salesforce, such as state, utility, authority having jurisdiction, system size, battery storage, language, and whether the homeowner is also the utility account holder. Each deal receives the forms that apply to it.
How can OpusDocs help legal stay aware of new form versions?
OpusDocs AI monitors the regulator, utility, city, and county sources configured for your markets. When a new or changed document is published, it prepares an initial template and automatically alerts your business. Legal and operations review the document, validate the template and package rules, and approve it before use.
Can OpusDocs handle state consumer protection requirements, such as the CPUC rules in California?
OpusDocs can populate approved consumer protection templates, select configured language versions, and prepare initial and signature tags. Configure disclosures to precede contracts where required. Your team controls the approved forms and gives customers the required opportunity to read and review them.
Which e-signature providers are supported?
OpusDocs places signature tags for DocuSign and lets your team preview the real envelope against a Salesforce record before it is sent. Ask us about any other provider your process uses.
How much volume can OpusDocs handle?
Generation runs outside Salesforce on infrastructure built for concurrent requests. In one production deployment, OpusDocs generates more than 21,500 documents per day with an average generation time of 1.1 seconds. Performance depends on document complexity and workload, so we test with your own packages.
Where are signed documents stored?
Generated and signed documents can be stored in your own Amazon S3 environment or another supported cloud provider. Salesforce keeps the document status, links, and e-signature activity for each deal.
Bring us your hardest utility package
Bring the forms that slow your team down. See how OpusDocs selects the package, fills it from Salesforce, and helps legal stay aware when authorities publish new versions.