MyProposal
All accounts have the Sighten 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 Proposal template to use and/or customize.
With the new MyProposal, homeowners have a much more interactive experience. They can seamlessly page through the material or use the table of contents to easily move between pages or revisit a specific page of interest.
Certain elements of the pages are clickable or move when the customer hovers over them, making the whole experience more engaging while being easily accessible through email and web. Web proposals are best viewed on laptops and can also be viewed on tablets or mobile devices.
See an example
Here are the pages included in the Sighten Proposal template for an example that has two quote options, cash and a loan. You can also view this example link.
Note that to view the loan, Option B, you toggle over to that option:
The financing option toggle also affects the cash flows page:
Related articles
Check out these related articles on using Sighten's MyProposal:
- How do I generate the new proposal in the quote tool?
- How do I get started with my company's new customized MyProposal?
- FAQ: setting up your new Sighten MyProposal