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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. Click on a financing type shown to toggle through the different financing types.
• Next Steps page: for the initial setup of the proposal, 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 in 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.

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Click Edit to edit the page for a given product type.

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Here is how edit mode appears for the selected product type:

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Click Save or Cancel at the top of the page to save or exit edit mode and switch to another financing type.

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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:

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See the article How do I edit a how different types of financing are shown in the proposal?

How and when should I rename a page?

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Check out these related articles on Sighten's standard proposals & settings: 

• How do I edit a how different types of financing are shown in the proposal?
• How do I generate the new proposal in the quote tool?
• What is the homeowner experience like with the new proposal?
• FAQ: setting up your new proposal

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