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How to add testimonials to your proposals

Understand how to add client testimonials to your proposal templates in GoProposal to build trust and demonstrate value.

Written by Jack Choppin

A well-structured proposal helps clients say “yes”. Adding testimonials shows prospects that you've already delivered the value you promise to others. You can include up to three testimonials in each proposal template.


Add a testimonial to a proposal

  1. Go to Configure and select Templates & Emails.

  2. Click Edit next to the template you want to update.

  3. Select the PDF tab.

  4. Scroll to the Testimonials section.

  5. Toggle the option On to enable testimonials.

  6. Add the client’s name, company, and testimonial text.

    • You can add up to three testimonials per template

    • Consider creating different templates for specific niches with relevant testimonials

  7. Click Save Template.

  8. Preview your changes by creating a proposal and scrolling to the preview section.


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