My Proposal

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• Easy homeowner review: My Proposal provides a much more interactive experience for prospective customers, easily viewable on mobile or via link in their web browser.
• Customization & control: completely customize and control what information you want to display to homeowners as part of My Proposal. 
• Edit page content: edit the content shown on each page.Add/remove pages: you can  You can also easily add, remove, or reorder pages in the proposal template.

Note that this does not impact any current proposal functionality, it is a completely new setting and set of templates. Your company can switch over from the current proposals to the new proposal experience at any time. Enhanced configuration options for My Proposal templates will continue to be rolled out through Q2 2018.

Learn more in our support articles for My Proposal, including how to get started!

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• Pipeline performance improvement: processing queues were added to speed up pipeline performance.
• Operations improvements: resolved milestone and task access issues being experienced for some deals.
• Utility rate dropdown improvement: the utility rates available in the project dropdown have been simplified to exclude closed rates by default and to limit the rates shown to the territory available to the specified homeowner address. Closed rates can be easily added back to the list if a closed rate is applicable for the project site.
• Reporting: see Sighten Metrics - Ongoing Updates.

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