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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 Sighten's new proposal template available by default. As part of onboarding, each account will need to create a company proposal, even if it's just a copy of the Sighten template. |
To generate the new proposal in the quote tool, click View proposals then scroll to the right to find the desired new proposal template. The new proposals appear in landscape format, making it possible to tell the difference between the new proposal and the standard PDF proposal templates.
Select the proposal template you want to use and then click Save. Then click Generate Proposal.
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All 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. |
To generate a new MyProposal in the quote tool, confirm that you have the right MyProposal template selected and then generate the proposal.
You have the option to click Generate Proposal if a MyProposal template is already your company's default proposal.
You'll be able to confirm the template selected by default on the upper left part of the Proposal phase. It is below the Proposal preview. On the screenshot below, the default proposal template used is EverBright Proposal.
You can switch templates by selecting Change Template, or you can also click on the Preview, and a pop up window showing other template options will appear.
On the screenshot above, we then switch to the Two Page Proposal Template. This was selected by clicking on the template Preview. Then, to proceed, click Save,
Once changes are saved, you'll be then lead to the main quote page. You'll see here that the Two Page Proposal is now selected.
You may now click Generate, and a proposal using the new template selected will be generated.
On the right side of the Generate button, you can see other proposal options. The new proposal can be previewed in email and the web browser, or the link can be copied to be sent to the homeowner without using the automated email functionality.
If you do not see a MyProposal template in the View Proposals menu, contact a user at your company that has Organization Administrator permissions so a MyProposal template can be setup for your company. You can find more about this here: How do I get started with my company's new customized MyProposal?
Related articles
Check out these related articles on using SightenEverBright's MyProposal:
- What does MyProposal look like and what is the homeowner experience like with the new proposal?
- How do I get started with my company's new customized MyProposal?FAQ: setting up your new Sighten MyProposal