Enhancement
You can now download multiple CVs and case studies presented on the same page
Our software already has the capability of being able to download a full proposal as a single merged document. We just released a way to automatically create a document with several case studies or CVs in succession on the same page.
Some common use cases:
- If you are an engineering company and you want a list of relevant projects in a table
- If you are a law firm and want a tombstone with selected information from many reference cases
- If you are a consulting firm and want all projects and their key attributes that matches a certain criteria exported
- If your client or the bid/RFP (Request for proposal) asks you to add a list of references in list form
- If you want to showcase several team members on the same page
How am I able to download data like this?
1) Create a proposal
2) Copy CVs and Case studies into the proposal
3) Click "more options"
4) Select "Download proposal as a single document"
5) Select the export template you want to use
6) Check "Don't add page-breaks between each document"
7) Download the proposal