How to add/edit a testimonial to your Proposal AI
Showcase a quote or include your customer's testimonial in your proposal to strengthen your company’s impression. Follow the steps below to learn how to add or edit a testimonial using Bookipi Proposal AI.
Step 1: Click ‘Proposal AI’.
Click on 'Proposal AI' either from the dashboard or the left panel of the screen.
Step 2: Click ‘+ Create’ or open a draft proposal.
Click ‘+ Create’ to start a new proposal, or choose a draft from your list.
Step 3: Add items.
When creating a new proposal, you will first be asked to add your items. You can either choose from your existing list, create a new one, or add them later.
Next, select either ‘Use my website’ to pull information from the website you have already created with our website builder, or 'Create new' to add new details for your proposal.
Step 4: Fill in the information.
If your business information is not fully set up, you'll need to complete the setup so the AI can gather the necessary details to generate your business proposal for your customer.
Step 5: Click ‘Edit content’ under the Proposal content section.
In the Proposal tab, click the ‘Edit content’ button located in the Proposal content section on the left panel.
Step 6: Select ‘Quote’.
Select ‘Quote’ from the available drop-down menus.
Alternatively, you can click directly on the sections on your proposal, and it will take you to the editing area in the left panel of your screen.
Step 7: Enable ‘Show Testimonial’.
Ensure that the ‘Show Testimonial’ option is enabled to include it in your proposal.
Step 8: Add or edit the content.
Add or edit the text, customer’s name, label, and photo.
Step 9: Enable or disable the 5-star icons.
Toggle the ‘Show 5 Star Rating’ option to enable or disable the display of 5-star icons.
Step 10: Click ‘Save’.
Click ‘Save’ in the top right corner of your proposal to save your changes.
Step 11: Click ‘Send’.
Check all the details of the proposal before sending it to your customer. When you are ready, click ‘Send’ in the top right corner to submit it.
FAQ:
Q: How many quotes/testimonials can I include in my proposal?
A: You can only add one quote or testimonial to your proposal.
Q: Does it need to be a customer review to be included in the testimonial section?
A: No, it does not necessarily have to be a customer review to be included in the testimonial section of your proposal. You can also consider adding a famous quote from someone that would create a positive impression of your business, and simply toggle off the 5-star icon to hide it from your quote.
Q: How many proposals can I create with the free plan?
A: With the free plan, you can create up to 3 documents per month. This limit is shared across all document types, including invoices, estimates, eSign documents, and others.
Q: Can I use Bookipi proposals on the mobile app?
A: The Bookipi Proposal feature is currently only accessible through the web version and is not available in the mobile app.
Discover more tutorials for Bookipi Invoice Web App
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Want to send invoices easily? Download the Bookipi Invoice mobile app and check out our Bookipi Invoice mobile app guides.