Product Updates

Enhancement
April 6, 2020

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