Here at Sighten, we're excited to offer MyProposal. MyProposal opens up a whole new approach to the proposal that provides a great experience to homeowners and is incredibly customizable and flexible for each company.

...

1. Go to Settings by clicking on the  icon found on the upper right hand side of the platform, right beside the dropdown icon.
   
2. From Settings, click Proposal Phase on the left panel (you must have Organization Administrator user permissions).
   Image Modified
   
3. You will then see a number of proposal templates on the Templates tab. Select a template of choice, and click on the Image Modified icon. Then choose Duplicate.
   Image Modified
4. This will create an exact copy of the chosen Sighten proposal template as a starting point (see duplicated copy of the Solar + Storage Proposal as highlighted below). Then, you can customize from here. To learm more about customization, see: How do I duplicate or copy a proposal template?
   Image Modified
5. Rename the proposal to something that your account can easily identify and use. You can try switching in your company name for "Sighten". For example, if your company is SuperSolar, you can name the template "SuperSolar Solar + Storage Proposal" instead of "Solar + Storage Proposal (copy)". Here's how:
   Image Modified
   
   Image Modified
   
6. To Review/edit the newly generated template, you can click on it. Once you are viewing your template copy, toggle to Settings in the left panel. It should look like this: Image Modified. Here, you can change the orientation of your proposal and choose colors that suit your brand and preferences. For example, you may want to update some or all of the color selections to match the colors of your company's logo or other brand materials.
   Image Modified
7. You'll also want to update the logo that will appear on all proposals. To do so, hover over the Sighten logo on the left panel. An upload icon will then appear: Image Modified. Click on the Upload icon, and choose the logo you'd like to use. The file uploaded should be a JPG or PNG file.
   Image Modified
   
8. Review pages and adjust content as you go. Switch pages using the arrow on either side of the page to move forward or backwards throughout the proposal, or use the page list on the left panel and click on a page to view it. 
   Image Modified
   
9. To edit a page, clickImage Modifiedin the upper right. 
   Image Modified
   
10. Click on the Refer a Friend page in the left panel. When contact information for any referrals added by customers is received from Sighten, you can choose to have the contact details sent to the job owner, or choose Custom to manually enter an email address of someone in your company.
    Image Removed
11. Save all changes made to the Refer a Friend section through the green Save button.
    Image Removed
    

From here, you can continue to change page content, add, remove, and rename pages, or re-order them. Learn about these options and more in our full FAQ /wiki/spaces/SS/pages/329056267 about setting up MyProposal.

You can also watch our MyProposal training videos.

Related articles

Check out these related articles on using Sighten's MyProposal:  

• FAQ: setting up your new Sighten MyProposal/wiki/spaces/SS/pages/329056267
• How do I edit a proposal template page?
  
• How do I duplicate or copy a proposal template?
• Videos: Proposal Template Customization

...