How do I get started with my company's new customized MyProposal?

Owned by Evelyn Fisher (Unlicensed)
Last updated: Feb 24, 2022 by Eric Suarez
3 min read

Here at EverBright, we're excited to offer MyProposal. MyProposal opens up a whole new approach to the proposal that provides a great experience to homeowners and is incredibly customizable and flexible for each company.

MyProposal

All accounts have the EverBright 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 EverBright Proposal template to use and/or customize.

Here are some helpful steps for your first time setting up your company's new proposal:

  1. Go to Settings by clicking on the 

     icon found on the upper right hand side of the platform, right beside the dropdown icon.

  2. From Settings, click Proposal Phase on the left panel (you must have Organization Administrator user permissions).


  3. You will then see a number of proposal templates on the Templates tab. Select a template of choice, and click on the  icon. Then choose Duplicate.

  4. This will create an exact copy of the chosen EverBright proposal template as a starting point (see duplicated copy of the Solar + Storage Proposal as highlighted below). Then, you can customize from here. To learm more about customization, see: How do I duplicate or copy a proposal template?

  5. Rename the proposal to something that your account can easily identify and use. You can try switching in your company name for "EverBright". For example, if your company is SuperSolar, you can name the template "SuperSolar Solar + Storage Proposal" instead of "Solar + Storage Proposal (copy)". Here's how:




  6. To Review/edit the newly generated template, you can click on it. Once you are viewing your template copy, toggle to Settings in the left panel. It should look like this: . Here, you can change the orientation of your proposal and choose colors that suit your brand and preferences. For example, you may want to update some or all of the color selections to match the colors of your company's logo or other brand materials.

  7. You'll also want to update the logo that will appear on all proposals. To do so, hover over the EverBright logo on the left panel. An upload icon will then appear: . Click on the Upload icon, and choose the logo you'd like to use. The file uploaded should be a JPG or PNG file.


  8. Review pages and adjust content as you go. Switch pages using the arrow on either side of the page to move forward or backwards throughout the proposal, or use the page list on the left panel and click on a page to view it. 


  9. To edit a page, clickin the upper right. 


From here, you can continue to change page content, add, remove, and rename pages, or re-order them. Learn about these options and more in our full FAQ about setting up MyProposal.

You can also watch our MyProposal training videos.

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