How do I open an existing proposal template to review or make edits?

As noted on duplicating templates, any changes made to existing templates are live and will also impact proposals already sent out. We thus, strongly encourage you to duplicate any template you want to modify as a starting point rather than editing it directly.

Once a template is duplicated, you're now ready to modify it for your specific project needs. To start, on Settings, choose Proposal Phase on the left panel. Choose a template and click on the icon with vertically aligned 3 dots. Once the options appear, choose Open Template.

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• Quote Summary page: there are instructions under the chart on this page that explain how to view and edit what the page will look like for each type of financing. Use the arrow to switch between financing types. You can click Edit to make edits to the page for the selected type of financing. To switch to a different financing type, click Save or Cancel and then click to the financing type you would like to edit.
• Next Steps page: for the initial setup of the proposal, review the next steps and modify them to fit your company. you will need to remove extra steps that are included as placeholders. You will not be able to add these back. If you need to add in a step that has been previously removed, you will need to start from a new copy of the Sighten EverBright Proposal template or another template that has the needed number of steps.
• 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 re-name a page?

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Check out these related articles on using SightenEverBright's MyProposal: 

• How do I generate a new MyProposal in the quote tool?
• What does MyProposal look like and what is the homeowner experience?
• How do I get started with my company's new customized MyProposal?
  

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