Add Case Studies to Your Proposal

This article is in the Control zone of the App.  

On the Control page, navigate to the left-hand side bar and then click on Purchase Experience > Case Studies.

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

To create a new case study, click the  button in 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 as well as select for the system to auto apply it.

Existing case studies can also be edited by selecting the Edit button

The Edit testimonial window will then show where you can make any changes.

In the Online Proposal section, you can view case studies by scrolling to the bottom of the page and clicking the 'Case Studies' button.

This is how they will appear on the proposal:

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