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The new dynamic proposal is still in beta and only available to select EverBright partners. |
Big news. As an EverBright partner, you will have exclusive access to our new proposal tool!
The new proposal template is carefully designed to leave a lasting impression on the homeowner with visual elements that immediately show the value of the project.
Here is a quick tour of the new features and design.
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New Default Template: Your organization's default proposal template will switch to the new dynamic EverBright template. Here is how to view your current default template.
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Add Branding: The first thing you’ll want to do is add your branding to the template. Here is how to add your branding to the template.
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Customize the Template: Use new sections and modules to customize how information is presented in your proposal template. Here is how to edit the proposal template.
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If your organization is in the beta group, users can now access the new dynamic proposal template.
Watch a demo o
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Access the New Proposal Template
To access a new proposal template click the gear icon to open your settings.