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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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- How do I edit how different types of financing are shown in the proposal?
- 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?
- FAQ: setting up your new Sighten MyProposal
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