The new dynamic proposal is still in beta and only available to select EverBright partners.
Big news. As an EverBright partner, you will have exclusive access to our new proposal tool!
The new proposal template is carefully designed to leave a lasting impression on the homeowner with visual elements that immediately show the value of the project.
Here is a quick tour of the new features and design.
New Default Template: Your organization's default proposal template will switch to the new dynamic EverBright template. Here is how to view your current default template.
Add Branding: The first thing you’ll want to do is add your branding to the template. Here is how to add your branding to the template.
Customize the Template: Use new sections and modules to customize how information is presented in your proposal template. Here is how to edit the proposal template.
Start Using the New Proposal: Now that you’ve customized your organization’s new default template, you can start using the new proposal.