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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 templateMyProposalAll 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. |
With the new proposalMyProposal, homeowners have a much more interactive experience. They can seamlessly page through the material or MyProposal is easy to access, and can be shared with homeowners in three ways:
a web link
e-mail with an included/embedded web link
a PDF file - delivered via email or hard copy
The web-based experience offers seamless proposal navigation through the left and right arrow buttons found on the proposal preview. They can also use the table of contents to easily move between pages or found on the left panel to revisit a specific page of interest.
Certain elements of the pages are clickable or move when the customer hovers over them, making the whole experience more engaging while being easily accessible through email and web. Web The proposal is also made more dynamic and engaging through clickable and moving elements. Web proposals are best viewed on laptops and can also be viewed on tablets or other mobile devices.
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Examples of the EverBright MyProposal and two-page proposal templates are shown below. The MyProposal templates can showcase 1-3 quotes, while the two-page template can showcase one quote.
MyProposal example
Here are the pages included in the Sighten EverBright Proposal template for an . This example that has two quote options, quotes included: cash and a loan. You can also view this example link.
Note that to view the loan, Option B, you toggle over to that option:
The financing option toggle also affects the cash flows page:
here: Your Solar Proposal - Example.pdf
Welcome / cover page:
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Utility cost overview:
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Your system: production vs consumption:
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Savings Option: a comparison:
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Quote details
This page includes payments, savings, and other quote-specific information - note that this page varies by financing type, e.g. cash, loan, PPA. Since this proposal template can house up to three quotes, please note that to view the other quote options, you can toggle over to other Option tabs. For example, Option B as shown below.
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Cash Flows
This shows cash flows of utility bills, solar bills, incentives, and savings - note again that the Option B toggle is used to see the other quote options included in the proposal.
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Environmental impact and savings:
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Next steps
This sets the homeowners expectations on what the next steps would be.
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Assumptions used in the proposal:
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Refer a friend
This section is for referrals that can be sent in to your company:
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These are the standard MyProposal pages. EverBright also has a 2-page proposal template, as shown below.
MyProposal 2-page example
The 2-page MyProposal template has a welcome page and a single page for all proposal information. The two-page template is designed to showcase a single quote - you cannot add more than one quote to this template.
When downloaded as a PDF, the 2-page MyProposal is in portrait orientation instead of landscape.
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Your company can always customize pages or create new templates. See our related articles below to learn how!
Related articles
Check out these related articles on Sightenusing EverBright's standard proposals & settingsMyProposal:
- the proposal
How do I get started with my company's new customized
proposal ()?- FAQ: setting up your new proposal
- Existing proposal: How do I change my company's proposal settings & content