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 the new Sighten Proposal template available by default. As part of onboarding, each account will create at least one company proposal copy which is customizable.
When you are viewing a template, the left side menu has a toggle to view Settings. This is where the color scheme for a proposal template can be edited. You can update up to 8 color selections to match your companies exact branding, including the colors used to show different quotes you include for comparison and for charts.
- Background: this sets the colors used for the top bar, page background, and side bar background.
- Text: this sets the colors used to show the quotes included in the proposal. The primary color is used for the first quote included in the proposal. If you include a second or third quote, the secondary and tertiary colors will be used.
- Charts: this sets the colors used in proposal charts, like the usage offset charts the display system production vs consumption.
You can also confirm or switch what logo should be used. By default, the logo included in your company profile is used.
Related articles
Check out these related articles on using Sighten's MyProposal:
- How do I generate the new proposal in the quote tool?
- What is the homeowner experience like with the new proposal?
- How do I get started with my company's new customized MyProposal?
- Existing proposal: How do I change my company's proposal settings & content?