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
Go to Configure and select Templates & Emails.
Click Edit next to the template you want to update.
Select the PDF tab.
Scroll to the Testimonials section.
Toggle the option On to enable testimonials.
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
Click Save Template.
Preview your changes by creating a proposal and scrolling to the preview section.
See also
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