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From here, you will see a new menu bar along the top of the screen. You can use this menu to edit and format text included on the page. You can also insert images, links, tables, and metrics. Metrics are dynamic values that updated based on each project. Metrics are outlined in purple to help show which values on the page are static (same for every proposal) vs dynamic data (different based on the specific project).

How do I edit text?

To edit text shown on the page, first make sure you are have clicked into Edit mode for the page. Click or highlight text to change the text itself or change it's formatting (size, font, color, etc.). Note that depending on the formatting of the page and the text, you may need to try clicking multiple locations or using Enter/Return on your keyboard to get to the desired location to add text.

Text or numbers outlined in purple are placeholders for project-specific values, like the customer name, address, or system-related values. These are called metrics.

What are metrics?

Metrics are dynamic values that updated based on each project. Metrics are outlined in purple to help show which values on the page are static (same for every proposal) vs dynamic data (different based on the specific project).

Be careful when you are clicking or editing the metrics inserted on a page. You can click on a metric to select it. You can copy and paste metrics to move them (CTRL+C and CTRL+V) or use the Insert menu to add a new metric to a page. Currently you can insert metrics for system, proposal, and site information.

What keyboard shortcuts can I use?

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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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