Testimonials
Have some great feedback from a previous client you would like to include? Add the information as a testimonial.
You may edit the header or summary statement text by clicking within the field and over typing.
Click within the testimonial field to display the Edit option. Click the Edit button to bring up the Testimonial Library.
Image1- Testimonial Edit panel
The Testimonial Library stores all testimonials added to your proposals, allowing you to re-use them on future reports.
Click the Add testimonial button to create a new testimonial record.
Image2- Testimonial Library.
To add a testimonial, you will need to supply:
- Headline text
- A quote or description from the person who has supplied the testimonial
- An image for the testimonial (Not mandatory)
- Client name who has provided the testimonial
- Date of the testimonial
- A star rating
Image3- Saving a Testimonial.
Hit Save to add the testimonial to your Testimonial Library.
Select the testimonial and click Save to add it to your proposal.
Image4- Adding the testimonial to your proposal
Next Steps
The next steps section is your final summary statement prior to publishing your proposal
You may edit the header or summary statement text by clicking within the field and over typing.
Image5- Editing the next step statement.
Once you are happy with your final statement we move along to publishing and sending your proposal.