| Info | ||
|---|---|---|
| ||
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. |
Editing allows you to make small tweaks or even create a totally new page. To edit a template page, click Edit on the upper right part of the page.
From here, you will see a new menu bar along the top of the screen. You can use this menu to edit and format text included on the page. You can also insert images, links, tables, and metrics. Metrics are dynamic data values that updated based on each project. Metrics are outlined in purple to help show which values on the page are static (same for every proposal) vs dynamic data (different based on the specific project).
Editing
can allow you to make small tweaks or even create a totally new page.Example of a new "About Us" page:
How do I edit text?
To edit text shown on the page, first make sure you are have clicked into Edit mode for the page. Click or highlight text to change the text itself or change it's formatting (size, font, color, etc.). Note that depending on the formatting of the page and the text, you may need to try clicking multiple locations or using Enter/Return on your keyboard to get to the desired location to add text.
...
- 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?
...