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. MyProposal can be shared with homeowners in these ways:
- Web link
- Email with web link included or embedded
- PDF - delivered via email or hard copy
With the web-based experience, homeowners 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.
Examples of the Sighten MyProposal and two-page proposal templates are shown below. The MyProposal templates can showcase 1-3 quotes. The two-page template can showcase 1 quote.
MyProposal 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: Your Solar Proposal - Example.pdf
Welcome / cover page:
Utility cost overview:
Your system and production vs consumption:
Savings option comparison:
Quote details including payments, savings, and other quote-specific information - note that this page varies by financing type, e.g. cash, loan, PPA and that to view the second quote option, you toggle over to that Option B:
Cash flows of utility bills, solar bills, incentives, and savings - note again that the Option B toggle is used to see the other quote options included in the proposal:
Environmental impact and savings:
Next steps after the proposal presentation:
Assumptions used in the proposal:
Referrals that can be sent in to your company:
Those are the standard MyProposal pages. Sighten also has a 2-page proposal template with a welcome page and a single page for all proposal information, shown below.
MyProposal 2-page example
The 2-page MyProposal template has a welcome page and a single page for all proposal information. The two-page template is designed to showcase a single quote - you cannot add more than one quote to this template.
When downloaded as a PDF, the 2-page MyProposal is in portrait orientation instead of landscape.
Your company can always customize pages or create new templates. See our related articles below to learn how!
Related articles
Check out these related articles on using Sighten's MyProposal: