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| title | MyProposalAll accounts have the Sighten 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 Sighten EverBright Proposal template to use and/or customize. |
Editing allows you to make small tweaks or even create a totally new page. To start editing, it's wise to ensure that you're working on an existing template's duplicate. Once done, you can start to edit a template page , click by clicking Edit on the upper right part of the page's preview.
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 Metrics are dynamic data values that 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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You can add and remove pages, depending on your preference. Here is an example of a new About Us page added at the end of a Proposal template:
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How do I edit text?
To edit text shown on the page, first make sure you are have clicked into Edit mode for the page. Click or highlight text to change the text itself or change it's its formatting (size, font, color, etc.). Note that depending on the formatting of the page and the text, you may need to try clicking multiple locations or using Enter/Return on your keyboard to get to the desired location to add help in laying out the text.
Text or numbers outlined in purple are placeholders for project-specific values, like the customer name, address, or system-related values. These are called metrics.
How do I add text?
To add text to a page, first make sure you have clicked into the Edit mode for the page. Click just in front of, or behind, an existing object where you would like to place your text. Note that depending on the formatting of the page and the text, you may need to try clicking multiple locations or using Enter/Return on your keyboard to help in laying out the text. With the cursor where you want it, you may begin to enter your text either directly from the keyboard or by using copy/paste (CTRL+C / CTRL+V).
What are metrics?
Metrics are dynamic values that updated 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).
Be careful when you are clicking or editing the metrics inserted on a page. You can click on a metric to select it. You can copy and paste metrics to move them (CTRL+C and and CTRL+V) or use the the Insert menu menu to add a new metric to a page. Currently you can insert metrics for system, proposal, and site information.
What keyboard shortcuts can I use?
You You can use the keyboard shortcuts CTRL+C and CTRL+V to copy and paste text, images, or metrics. You You can use CRTL+Z to undo a mistake or accidental deletion.
How do I insert an image?
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The Quote Summary page, the Next Steps page, and the Referral page all require special tips:
Quote Summary page:
there are instructions under the chart on this page that explain how to viewyou can view and edit what the quote 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
aNext Steps page: for the initial setup of the proposal, it's highly recommended to customize these to fit your
companiescompany's 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.
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How
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How and when should I rename a page?
You can rename a page using the pencil icon to the left of the page name, or using the upper edit icon for whatever page is being viewed. The page name is the name that will also be shown to prospective customers viewing the proposal on their web browser.
The page name is displayed in the left side menu (the homeowner sees the same list):
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The page title can also be edited:
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How can I add, change, or remove a background image for a page?
You can use the image icon on the upper right portion of the page preview to select an image file to use as a background. Use To delete an existing background image, you can use the trash icon to delete a background image. beside it.
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What are my options with the template pages?
In the left side menu, you can rename, reorder, delete, or add pages.
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 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.
Related articles
Check out these related articles on using SightenEverBright's MyProposal:
How do I edit how different types of financing are shown in the proposal?
- the proposal
What does MyProposal look like and what is the homeowner experience
like with the new proposal?FAQ: setting up your new Sighten MyProposal