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New proposal experience with MyProposal

Sighten is releasing a whole new proposal experience with completely customizable content! The new proposal feature set puts you in the driver's seat of your company's proposal content and brand. To celebrate this new level of customization and control, we're calling the new proposal tool MyProposal. MyProposal templates have a fresh new design and are fully supported on mobile for easy review by homeowners.Key Features

New features

MyProposal introduces these key improvements for the proposal experience:

  • Easy homeowner review: MyProposal provides a much more interactive experience for prospective customers, easily viewable on mobile or via link in their web browser.
  • Customization & control: completely customize and control what information you want to display to homeowners as part of MyProposal. 
  • Edit page content: edit the content shown on each page. You can also easily add, remove, or reorder pages in the proposal template.

Note that the new proposal experience release The new MyProposal experience does not impact any current proposal functionality, it . It is a completely new setting proposal feature and set of templates. Your company can start using the new proposals MyProposal at any time you choose to get started - the MyProposal settings are available but won't impact your quoting experience until you create at least one template to use. When you create a template, you can use MyProposal alongside the existing PDF proposals and "preview" functionality or instead of it. Enhanced configuration options for MyProposal templates will continue to be rolled out through Q2 2018.

Learn more in our support articles /wiki/spaces/SS/pages/327548932 for MyProposal, including how to get started!

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  • Pipeline performance improvement: We have improved loading times through processing queue updates to ensure you get to your deals as fast as possible! 
  • Utility rate dropdown improvement: We have improved the default utility rate chosen for homeowners!  The utility rates available in the project dropdown have been simplified to exclude closed rates by default and to limit the rates shown to the territory available to the specified homeowner address. Closed rates can be easily added back to the list if a closed rate is applicable for the project site.
  • Expanded browser support for e-sign: Added Internet Explorer (IE) as a supported browser for sending contracts.
  • Reporting: see Sighten Metrics - Ongoing Updates.

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