There are two ways to include testimonials in your proposal:
Click on the testimonial placeholder to add client testimonials to your proposal. You may add as many testimonials as you like to create a library of testimonials to use in your future proposals. The testimonials that you add will not be visible to other users in your agency.
Image 1: Adding a testimonial
On the Testimonials pop-up window, click Add Testimonial.
Image 2: Adding a testimonial
The Headline, Description, Client Name, and Date are required fields. Photos are optional. Click on the stars to customise the star rating. Click Save to proceed.
Image 3: Adding details to a testimonial
Click on a testimonial to select it and include it in your proposal. The testimonials will appear in the order that you have selected them. Click Save to proceed.
Image 4: Selecting testimonials