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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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• Rename: to rename a page, hover over the page and then click on the edit icon.
• Change order: to change page order, click and drag the stack icon. This will let you move a given page up or down. Release when it is in the desired order.
• Delete: to delete a page, use the "x" icon to remove it.
• Add page: to add a new blank page, click + New Page in the side menu below the last current page.

Related articles

Check out these related articles on using Sighten's 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 Sighten MProposalMyProposal