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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. |
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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. 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, it's highly recommended to customize these to fit your companies post-proposal process to help set expectations with the customer.
- 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?
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You can rename a page using the pencil icon to the left of the page name, or using the upper edit icon for whatever page is being viewed. The page name is the name that will also be shown to prospective customers viewing the proposal on their web browser.
The page name is displayed in the left side menu (the homeowner sees the same list):
The page title can also be edited:
How can I add, change, or remove a background image for a page?
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