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All accounts have the Sighten MyProposal template available to use by default. To start using MyProposal, a user with Organization Administrator permissions can create at least one copy of the Sighten Proposal template to use and/or customize. |
To generate the new proposal in the quote tool, click View proposals then scroll to the right to find the desired new proposal MyProposal template. The new proposals MyProposal templates appear in landscape format, making it possible to tell the difference between the new proposal and the standard PDF proposal templates.
Select the proposal template you want to use and then click Save. Then click Generate Proposal. Like the existing "Preview" functionality, the new proposal can be emailed or the link can be copied to be sent to the homeowner without using the automated email functionality.
If you do not see a MyProposal template in the View proposals menu, contact a user at your company that has Organization Administrator permissions to set up MyProposal for your company: How do I get started with my company's new customized MyProposal?
Related articles
Check out these related articles on using Sighten's MyProposal:
- What does MyProposal look like and what is the homeowner experience like with the new proposal?
- How do I get started with my company's new customized MyProposal?
- FAQ: setting up your new Sighten MyProposal
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