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Here at
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EverBright, we're excited to offer
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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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Sighen's new proposal experience is in beta. This feature will be coming to all users soon. All accounts using the beta will have the new Sighten Proposal template available by default. As part of onboarding, each account will create at least one company proposal copy which is customizable. |
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MyProposalAll accounts have the EverBright 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 EverBright Proposal template to use and/or customize. |
Here are some helpful steps for your first time setting up your company's new proposal, you'll follow a few key setup steps:
Go
to under Settings >> Proposal Settingsto Settings by clicking on the
icon found on the upper right hand side of the platform, right beside the dropdown icon.
From Settings, click Proposal Phase on the left panel (you must have Organization Administrator user permissions)
Duplicate or copy the Sighten Proposal template..
You will then see a number of proposal templates on the Templates tab. Select a template of choice, and click on the
icon. Then choose Duplicate.
This will create an exact copy of the
Sightenchosen EverBright proposal template as a starting point
and(see duplicated copy of the Solar + Storage Proposal as highlighted below). Then, you can customize from here.
Learn how hereTo learm more about customization, see: How do I duplicate or copy a proposal template?
Rename the proposal to something that your account can easily identify and use.
TryYou can try switching in your company name for "
SightenEverBright". For example, if your company is SuperSolar, you can name the template "SuperSolar Solar + Storage Proposal" instead of "
Sighten ProposalSolar + Storage Proposal (copy)".
Learn more about renaming here:Here's how:
To Review/edit
template by clicking onthe
template to open it. Oncenewly 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 example, youpanel. It should look like this:
. 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.
You'll also want to update the logo that will appear on all proposals. To do so, hover over the EverBright logo on the left panel. An upload icon will then appear:
. Click on the Upload icon, and choose the logo you'd like to use. The file uploaded should be a JPG or PNG file.
Review pages and adjust content as you go
!. Switch pages using the arrow on either side of the page to
tomove forward or
backward a pagebackwards throughout the proposal, or use the page list on the left
menu topanel and click on a page to view it.
To edit a page, click
Edit
in the upper right.- 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 contact information for any referrals added by customers.
- Next steps - modify the "Next Steps" page to match the expected process for your company. Click Edit in the upper right and then delete the extra steps that aren't used. Note that currently you can't add back steps once they've been deleted, you'll need to re-copy the Sighten Proposal template to get the extra steps back.
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 /wiki/spaces/SS/pages/329056267 about setting up the proposalMyProposal.
You can also watch our MyProposal training videos.
Related articles
Check out these related articles on Sightenusing EverBright's standard proposals & settings:
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MyProposal: