New Proposal Beta
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.
Your first time setting up your companies new proposal, you'll need to follow a few key setup steps.
- Go to under Settings >> Proposal Settings (you must have Organization Administrator user permissions)
- Duplicate the Sighten Proposal template. This will create an exact copy of the Sighten proposal template.
- Re-name the proposal to something that your account can easily identify and use. Try switching in your company name instead of "Sighten Proposal".
- Once you are viewing your template copy, toggle to Settings in the left menu. Confirm the logo and color selections are what you want.
- Click on the "Refer a Friend" page in the left menu. Input an email for someone at your company that should receive the contact information for any referrals added by customers.
- Modify the "Next Steps" to match the expected process for your company. Delete the extra steps that aren't used. Note that currently you can't add back steps once they've been deleted, you'll need to re-copy the Sighten Proposal template to get steps back.
From here, you can also change page content, add or remove pages, or re-order them. Learn about these options and more in our full FAQ about setting up the proposal.
Related articles
Check out these related articles on Sighten's standard proposals & settings:
- FAQ: setting up your new proposal
- Existing proposal: How do I change my company's proposal settings & content?