The EverBright proposal is endlessly customizable! Editing allows you to make small tweaks or even create a totally new page. To start editing, it's wise to ensure that you're working on an existing template's duplicate. 

1. Select the Proposal template you'd like to edit – ensure it is not locked!

2. Click the add page button at the bottom of the pages list.

3. If you want to add a blank page to your proposal template, select the option on the left Blank.
   
   

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   Note: If you want to copy a page from another proposal template, please reference the https://sighten.atlassian.net/l/c/hBYZ1joD article.
   
   

4. Utilize the dropdowns to select the type of page you’d like to add. There are two types of pages you can add which impact the metrics available to display:

   1. Default template page - this is a completely blank page you can add text, images, and metrics to.

   2. Quote template page - this includes the ability to add all metrics, including quote and incentive metrics.
      
      

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5. Select Add Page to add the selected page to your proposal template.

Default Template Page

When you add a “Default Template Page” the following metrics are available from the Insert menu:

Please cross-reference: https://sighten.atlassian.net/wiki/spaces/SS/pages/966066902:

Quote Template Page

When you add a “Quote Template Page” all quote and incentive metrics are available from the Insert menu:

Please cross-reference: https://sighten.atlassian.net/wiki/spaces/SS/pages/966066902:

Additionally, you’ll notice the Quote Toggle at the top, indicating that it can support multiple quotes on the same proposal page.

Related articles

Check out these related articles on using EverBright's MyProposal: 

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

• How do I generate a new MyProposal in the quote tool?

• What does MyProposal look like and what is the homeowner experience?

• FAQ: setting up your new EverBright MyProposal