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Sighen's new proposal experience is in beta. This feature will be coming to all users soon. All accounts using the beta will have the new Sighten Proposal template available by default. As part of onboarding, each account will create at least one company proposal copy which is customizable. |
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- Quote Summary page: there are instructions under the chart on this page that explain how to view and edit what the page will look like for each type of financing. Use the arrow to scroll through the different financing types.
- Next Steps page: for the initial setup of the proposal, you will need to remove extra steps that are included as placeholders. You will not be able to add these back. If you need to add in a step that has been previously removed, you will need to start from a new copy of the Sighten Proposal template or another template that has the needed number of steps.
- Referrals page: input an email for someone at your company that should receive the contact information for any referrals added by customers.
How and when should I rename a page?
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- How do I generate the new proposal in the quote tool?
- What is the homeowner experience like with the new proposal?
- How do I get started with my company's new customized proposal?
- Existing proposal: How do I change my company's proposal settings & content?FAQ: setting up your new proposal