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  1. As a user with the ability to edit proposal templates, navigate to the “Proposal Phase” settings.

  2. Click on the proposal template you wish to edit.

  3. Since these metrics are quote-related metrics, you will need to insert them on a template page that allows for quote metrics. Pages from the Sighten template are named: Quote Details, Cash flows, and Assumptions.

  4. Next, use the “Insert” functionality, and navigate to the “Quote” submenu. Locate metrics: “Next “Monthly Payment Post Amortization” → “Monthly Payment Post Post Amortization” and “Next “Monthly Payment Post Post Amortization (if No Amort.)”. Furthermore, you can insert the month for which the buydown payment is required, by inserting the metric: “Next Payment Month Post Amort Period”.

  5. You may now insert the metrics, and save your changes. However, if you are adding this information in the “Payment” and “Cost Breakdown” sections of the “Quote Details” page, then you need to pay particular attention to how you insert these metrics.

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