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 the new Sighten Proposal template available by default. As part of onboarding, each account will create at least one company proposal copy which is customizable.

The quote details page can be used to show one, two, or three quotes. Quote details are displayed differently based on the financing type: cash, loan, lease, PPA, or PACE. You can use the proposal settings editor to view or change how each financing type will be displayed.

On the quote details page, you can use the product type toggle partway down the page to switch between product types and view how each will be displayed. Some product types have several options listed in a dropdown.

Click Edit to edit the page for a given product type.

Here is how edit mode appears for the selected product type:

Click Save or Cancel at the top of the page to save or exit edit mode and switch to another financing type.

When you are out of edit mode, toggle to another type of financing then click Edit to enter edit mode for that financing type. Here is edit mode for the loan, for example:

How do I edit a how different types of financing are shown in the proposal?

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