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 Sighten's new proposal template available by default. As part of onboarding, each account will need to create a company proposal, even if it's just a copy of the Sighten template.
With the new proposal, 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.
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 Sighten's standard proposals & settings:
- How do I generate the new proposal in the quote tool?
- How do I get started with my company's new customized proposal?
- FAQ: setting up your new proposal
- Existing proposal: How do I change my company's proposal settings & content?