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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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- Rename: to rename a page, hover over the page and then click on the edit icon.
- Change order: to change page order, click and drag the stack icon. This will let you move a given page up or down. Release when it is in the desired order.
- Delete: to delete a page, use the "x" icon to remove it.
- Add page: to add a new blank page, click + New Page in the side menu below the last current page.
How will the PDF
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download look?
You can download the PDF from the template view to see how it will look. Note that pages with a lot of content may go onto 2 PDF pages even though they appear on a single page of the MyProposal web view. For example, the Cash Flows page goes onto two pages for each quote.
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