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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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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 Click on a financing type shown to toggle through the different financing types.
- Next Steps page: for the initial setup of the proposal, you will need to review and edit the steps to fit your company and remove extra steps that are included as placeholders. You will not be able to add these backin steps once they have been removed. 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 do I edit how different financing types are shown on the quote details page?
On the quote details page, use the product type toggle partway down the page to switch between product types and view how each will be displayed. Some product types have several options listed in a dropdown.
Click Edit to edit the page for a given product type.
Here is how edit mode appears for the selected product type:
Click Save or Cancel at the top of the page to save or exit edit mode and switch to another financing type.
When you are out of edit mode, toggle to another type of financing then click Edit to enter edit mode for that financing type. Here is edit mode for the loan, for example:
How and when should I rename a page?
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