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All accounts have the Sighten MyProposal template available by default. To use MyProposal, an organization admin user can create at least one company proposal copy to use and/or customize. |
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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. Learn more here: How do I edit a how different types of financing are shown in the proposal?
- 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?
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Check out these related articles on Sighten 's proposals MyProposal & 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 proposalSighten MProposal