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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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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?
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