Here at Sighten, we're excited to offer MyProposal. MyProposal opens up a whole new approach to the proposal that provides a great experience to homeowners and is incredibly customizable and flexible for each company.
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- Go to Settings >> MyProposal Settings (you must have Organization Administrator user permissions)
- Duplicate or copy the Sighten Proposal template. This will create an exact copy of the Sighten proposal template as a starting point and you can customize from here. Learn how here: How do I duplicate or copy a proposal template?
- Rename the proposal to something that your account can easily identify and use. Try switching in your company name for "Sighten". For example, if your company is SuperSolar you can name the template "SuperSolar Proposal" instead of "Sighten Proposal (copy)".
- Review/edit template by clicking on the template to open it. Once you are viewing your template copy, toggle to Settings in the left menu. Confirm the logo and color selections are what you want. For example, you may want to update some or all of the color selections to match the colors of your company's logo or other brand materials.
- Review pages and adjust content as you go! Switch pages using the arrow on either side of the page to to forward or backward a page, or use the page list on the left menu to click on a page to view it. To edit a page, click Edit in the upper right. We suggest editing the Next Steps page to match the expected process for your company.
- Refer a friend - click on the "Refer a Friend" page in the left menu. Input an email for someone at your company that should receive the contact information for any referrals added by customers.
From here, you can continue to change page content, add or remove pages, or re-order them. Learn about these options and more in our full FAQ about setting up MyProposal. You can also watch our quickstart video:
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