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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 switch between financing types. You can click Edit to make edits to the page for the selected type of financing. To switch to a different financing type, click Save or Cancel and then click to the financing type you would like to edit.
• Next Steps page: for the initial setup of the proposal, revivew the next steps and modify them to fit your company. you will need to remove extra steps that are included as placeholders. You will not be able to add these back. 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 and when should I re-name a page?

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• Re-name: 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 standard proposals & settingsMyProposal: 

• How do I generate the new proposal in the quote tool?
• What is the homeowner experience like with the new proposal?
• How do I get started with my company's new customized proposal ( MyProposal)?