Add Case Studies/Testimonials

This article is in the Control section of the App.  

On the Control page, on the left-hand side bar under 'Purchase Experience', select 'Case Studies' or 'Testimonials'.

or

On this page, you can either edit existing case studies/testimonials or create new ones. 

To create a new case study/testimonial, click the  button on the middle of the screen. Now, you can include a title, description, images, and the order you'd like it to appear in the proposal. 

While editing in the Control zone, this is how the case study/testimonial appears:

In the MyEnergy proposal, you can view case studies/testimonials by scrolling to the bottom of the page, and clicking the 'Case Studies/Testimonials' button.

When you click on 'Case Studies/Testimonials', this is how it will appear:

Case Studies/Testimonials will also appear in the PDF proposal. For detailed instructions on how and where to include case studies/testimonials, see the article Customize My Proposal.