New Feature: Testimonials and References Search

  • Ryan O'Grady Ryan O'Grady
  • Nov 02, 2018

We have upgraded the testimonials and references section of ProposalPoint so the lead and secondary agents testimonials will automatically be selected when a proposal is being created in their name. This reduces clutter when you are creating a proposal and makes it much easier to select your most relevant testimonials and references.

However, if you want to select testimonials or references of other users you can quickly and easily filter the results by choosing the relevant user in a drop down box and seeing all of the testimonials and references to choose from.