How do I add company info to proposals?

Clients choose based on trust as much as price. Adding your story, credentials, and client reviews to proposals helps them feel confident about booking with you.

About Us Section

ManageBusiness SettingsProposals
Go to Proposal Presets.
Fill in the About Us section with your background and what makes your business unique.
Save.

Trust Indicators

Below the About Us, you can add trust indicators like years in business, events hosted, or certifications. Most businesses add 2-3 of these. They give clients a quick reason to trust you before reading the full proposal.

Reviews

Add your best client reviews to proposals. You can assign reviews to specific packages so the most relevant testimonials show up.

On the same Proposals tab, scroll to the Reviews section.
Add reviews with the client name, quote, and optionally assign to specific packages.
Save.
Use real quotes from real clients. Generic testimonials feel fake and do more harm than good.

Was this article helpful?

Thanks for your feedback!

Sorry to hear that. Want to chat with our support team?

Chat with us

Last updated March 23, 2026 12:03