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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Your first time setting up your company's new proposal, you'll want to follow a few key steps:

1. Go to Settings>> MyProposal Settings . This is the Image Added icon found on the upper right hand side of the platform, right beside the dropdown icon.
2. From Settings, click Proposal Phase on the left panel (you must have Organization Administrator user permissions )
3. Duplicate or copy the Sighten Proposal template. You will then see an a number of proposal templates on the Templates tab. Select a template of choice, and click on the Image Added icon. Then choose Duplicate.
4. This will create an exact copy of the chosen Sighten proposal template as a starting point and . Then, you can customize from here. Learn how hereTo learm more about customization, see: How do I duplicate or copy a proposal template?
5. Rename the proposal to something that your account can easily identify and use. Try You can 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)".
6. To Review/edit template by clicking on the template to open itnewly generated template, you can click on 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 panel. It should look like this: Image Added. Here, you can change the orientation of your proposal, and choose colors that suit your brand and preferences. 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.
7. You'll also want to update the logo that will appear on all proposals. To do so, hover over the Sighten logo on the left panel. An upload icon will then appear: Image Added. Click on the Upload icon, and choose the logo you'd like to use. The file uploaded should be a JPG or PNG file.
8. Review pages and adjust content as you go! . Switch pages using the arrow on either side of the page to to move forward or backward a pagethroughout the proposal, or use the page list on the left menu to panel and click on a page to view it. To edit a page, click Edit Image Addedin the upper right. We suggest editing the Next Steps page to match the expected process for your company.
9. 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 When contact information for any referrals added by customers is received from Sighten, you can choose to have the ocntact details sent to the job owner, or choose Custom to manually enter an email address of someone in your company.

From here, you can continue to change page content, add or , remove, and rename pages, or re-order them. Learn about these options and more in our full FAQ about setting up MyProposal.

You can also watch our MyProposal training videos.

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Check out these related articles on using Sighten's MyProposal:  

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