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All accounts have the Sighten MyProposal template available to use by default. To start using MyProposal, a user with Organization Administrator permissions can create at least one copy of the Sighten Proposal template to use and/or customize. |
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Proposal disclaimers
If you sell any financing that requires a specific disclaimer on the homeowner proposal, you can make sure the appropriate disclaimer is shown. Proposal disclaimers can be set up for specific products. Reach out to support@sighten.io if you want to update any of your products and let them know what disclaimer text you want to appear for specific set of products in your account.
Then, add the "Proposal Disclaimers" metric to the important pages, e.g. the Savings Options or the Quote Details page.
Related articles
Check out these related articles on using Sighten's MyProposal:
- How do I edit a proposal template page?
- How do I generate a new MyProposal in the quote tool?
- What does MyProposal look like and what is the homeowner experience?FAQ: setting up your new Sighten MyProposal
- /wiki/spaces/SS/pages/329056267