There are two ways to include testimonials in your proposal:
Click on the testimonial placeholder to add client testimonials to your proposal. You may add as many testimonials as you like to create a library of testimonials to use in your future proposals. The testimonials that you add will not be visible to other users in your agency.
Image 1: Adding a testimonial.
On the Testimonials pop-up window, click Add Testimonial.
Image 2: Adding a testimonial.
The Headline, Description, Client Name, and Date are required fields. Photos are optional. Click on the stars to customise the star rating. Click Save to proceed.
Image 3: Adding details to a testimonial.
Click on a testimonial to select it and include it in your proposal. The testimonials will appear in the order that you have selected them. Click Save to proceed.
Image 4: Selecting testimonials.
You can include 3 of the most recent testimonials from your RateMyAgent profile in your proposal.
First, a user with administration access has to set up the integration with RateMyAgent. Click on Integration on the side menu and enter the RateMyAgent agency code for your agency.
Image 5: Setting up the RateMyAgent integration for your agency
Once the integration is complete, testimonials from your RateMyAgent profile will be displayed below the manually added testimonials in your proposal.
Image 6: RateMyAgent testimonials
If your reviews from RateMyAgent do not appear, ensure that your name on RateMyAgent and your Proposals user profile are exactly the same. You may view and edit your profile details by clicking on your user profile icon and selecting My Profile.
Note: Your RateMyAgent ID will be automatically added to your profile. This ID is only visible to you and will not be displayed in your proposals.
