To edit a template page, click Edit on the upper right part of the page.

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).

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The best way to insert an image is to first put the desired image into a Google Document. From the Google Document, copy and paste the image into the page of your template you would like to add it to. You must be in the image and then re-size edit mode for this page to paste it in. Once the image is pasted in, you can resize it to the size you like. This method using the Google Document is easier than including a link to the image. 

Alternatively, you can use the menu for Insert then select Image. From here, paste in an image URL. This can be a link to the image in Google Drive or another cloud-based storage provider. The URL will often end in .jpg or .png. Note that this is not as simple as simply copying and pasting the image from a Google Document as suggested above.

Are there any pages that require special set up or editing tips?

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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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