...
| Info | ||
|---|---|---|
| ||
All 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. |
To generate a new MyProposal in the quote tool, you will confirm that you have the right MyProposal template selected and then generate the proposal.
You have the option to click Generate proposalProposal if a MyProposal template is already your company's default proposal.
To check what template is selected by default or to select a new template, click View proposals. As long as this is a new proposal, you will have the option to click View proposals. If you have already created or downloaded a proposal, you cannot re-select a template and View Proposals will be greyed out. You will need to click + New Proposal and select quotes to add to create a new proposal.
After you click View proposal you will see a pop up where you can view the templates and select which one you want to create. Scroll to the right to find the desired MyProposal template. MyProposal templates 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 by clicking on it and then click Save.
Back on the main quote page, click Generate proposal. The name of the template you selected will appear on the button, for example Generate Two Page Proposal.
The dropdown arrow on the right side of the Generate proposal button shows the 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 emailed, previewed 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 proposalsProposals menu, contact a user at your company that has Organization Administrator permissions to set up MyProposal 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?
...
Check out these related articles on using SightenEverBright's MyProposal:
- What does MyProposal look like and what is the homeowner experience?
- How do I get started with my company's new customized MyProposal?FAQ: setting up your new Sighten MyProposal