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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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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 update 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).
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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?
See the article How do I edit a how different types of financing are shown in the proposal?
How and when should I rename a page?
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Check out these related articles on using Sighten's MyProposal:
- How do I edit a how different types of financing are shown in the proposal?
- How do I generate the new proposal in the quote tool?
- What is the homeowner experience like with the new proposal?
- FAQ: setting up your new Sighten MyProposal
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