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| Sighen's new proposal experience is in beta. This feature will be coming to all users soon.
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All accounts using the beta will have the new Sighten Proposal MyProposal template available to use by default. As part of onboarding, each account will To start using MyProposal, a user with Organization Administrator permissions can create at least one company proposal copy which is customizablecopy of the Sighten Proposal template to use and/or customize. |
How do I open an existing proposal template to review or make edits?
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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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Check out these related articles on using Sighten's MyProposal:
- How do I generate the a new proposal MyProposal in the quote tool?
- 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?
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