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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. |
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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 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 help in layouting 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).
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Quote Summary page: you 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 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 company'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.
How and when should I rename a page?
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Check out these related articles on using SightenEverBright's MyProposal:
How do I edit how different types of financing are shown in the proposal?
What does MyProposal look like and what is the homeowner experience?FAQ: setting up your new Sighten MyProposal