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Adding portfolio, testimonials, and awards

How to showcase your project portfolio, testimonials, and awards in the proposal

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Written by Ashok P

The "Portfolio" and "Testimonials" sections can be used to showcase your great work on other projects, and the Awards section to showcase the accolades in your line of business.

Add portfolio, testimonials, and awards

You can add the company portfolio, testimonials, and awards upfront to your Cloud account to make them available for all proposals.

To add them, go to "Settings > Account > Company Profile." Here, you will see distinct tiles for testimonials, awards, and case studies (portfolio.)

Click the "New...." button to add them. You will see options relevant to what you are adding. For example, the name of the reviewer, quotation text, and an image for adding a testimonial.

Show portfolio, testimonials, and awards

To show the portfolio, testimonials, and awards, go to the "Edit" view of the proposal and add the relevant sections.

Customize portfolio, testimonials, and awards

By default, upon adding these sections, they will show the case studies, testimonials, and awards added under "Settings > Account > Company Profile." You have the option to add new ones or remove the default ones if needed.

Any new ones that are added or changes that are made will be saved to your company profile.

Here is a screenshot of these sections added to the proposal.

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