3.31

New Features & Enhancements

Proposal: Our goal is to ensure your proposal can be tailored to your specific needs and we are always adding new features to improve your proposal. If you are are interested in adding any of these new features and would like assistance, please reach out to us via support@sighten.io. If you want us to customize the proposals for you, try our proposal customization services to ensure you proposal is customized in the best way possible for your sales!

  • Email customization - The proposal emails are now fully customizable, including the ability to edit the to, from, & signature fields

  • Added ability to attach files to proposal email

  • Add ability to specify a page of the proposal for equipment spec sheets and to associate specific spec sheets with equipment to automatically have the correct spec sheet show in the proposal

  • Charts - Solar Access Summary, Energy costs chart

  • Added ability to re-size charts

  • Refer a friend - It is now possible to add various different number of referrals to be collected directly from your proposal

  • List view of proposal templates for easier viewing and updating

  • Ability to insert quote metrics onto new pages

  • We have added a significant number of new metrics and re-organized these lists to ensure you can add any data you want to your custom templates easily and quickly

  • Automatically update template used for proposals currently using an archived template

Project Phase

  • Center project phase to array 1 for easy updating of projects

  • Moved array measurements to sidebar and added details on setbacks

Quote Phase

  • Added ability to set promotions by % of install cost

  • Display cost markup as a $ amount in cost buildup

  • Add cec alternating current to quote summary

Stability

We have been hard at working generally improving the stability of our platform. Some of the specific improvements are:

  • Settings

    • Do not show inactive users in teams or allow adding them to teams

    • User login not case sensitive for duplicate emails

See our release schedule to learn more about release timing and upcoming release dates.  

For questions about these improvements or anything else please reach out to our support team on chat or via support@sighten.io or attend our weekly basic & new feature training and office hours which are a great opportunity to get your questions answered:

  • Here’s the sign up link for the Sales Intro Training

  • Here’s the sign up link for weekly Office Hours

Â