FOCUS 01⊙
Project references
▧
Company and project fieldsRecord a real project
Company and project fields
Make clear which customer and work experience each reference describes.
Sales / Reference library
Project references for proposals and customer quotes
Prepare references with company and project name, industry, website, summary and results. Add eligible examples to quote previews and PDFs.
PRODUCT VIEW
See how it works.
The References library organizes genuine examples of work you can share with prospective customers. Company and project names are required starting fields; add industry, website, a short summary, results and a logo. Sharing eligibility is tracked separately. Find examples through search and remove records from the active list when they should no longer be used.
EXPLORE THE PRODUCT
Sample viewProject references
▧
Company and project fieldsSample file / content▤
Summary and resultsSample file / content◈
Industry and websiteSample file / content▣
Sharing statusSample file / content◇
Search and active listSample file / content01Record a real project
02Set results and sharing scope
03Select it for a quote
FROM NEED TO OUTCOME
Where this helps.
Searching old presentations for a project example takes time and may leave it unclear which information can be shared.
WHAT YOU CAN WORK TOWARDS
Keep real experience for proposals in a structured reference source that the team can select from.
STEP BY STEP
How to use it.
- 01
Record a real project
Enter company and project names together with industry, website and a description.
- 02
Set results and sharing scope
Write the project summary and outcome, then assess whether the record can be shared.
- 03
Select it for a quote
Find the relevant reference and add it to an eligible quote preview or PDF.
INSIDE THE MODULE
What can you do?
FOCUS 02▤
Project references
◈
Summary and resultsSet results and sharing scope
Summary and results
Describe the work and its outcome separately instead of keeping only a list of logos.
FOCUS 03↗
Project references
▤
Industry and websiteSelect it for a quote
Industry and website
Assess an example's relevance to the customer through its industry and link.
FOCUS 04◇
Project references
◇
Sharing statusRecord a real project
Sharing status
Mark public-use eligibility separately and choose an appropriate sharing scope.
FOCUS 05⌁
Project references
▧
Search and active listSet results and sharing scope
Search and active list
Search company, project, industry or description and remove unsuitable records from the active list.
IN EVERYDAY WORK
What it looks like in practice.
You want to add a completed project from a similar industry to a new proposal.
Select a verified project description from its record to make the proposal more concrete.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Plans, permissions and limits.
Included in Professional and Business.
- This is not a referral commission or automatic referral payment system.
- The organization must verify project information and permission to share it.
YOUR QUESTIONS
About this feature.
01What does a reference mean here?+
It means real customer or project experience that can be included in a quote, recorded with company, project, industry, summary and results.
02Where can I use reference records?+
Eligible records can be added to quote previews and PDFs. Select the example and sharing scope when preparing the customer's quote.
RELATED WORKFLOW GUIDES
You may also need these features.
Quote studioPrepare quick-price, service or project, product, subscription, revision and package quotes with customer, line-item and template context.↗Contract managementManage contracts, addenda and revisions with quote matching, draft status, archiving and export tools.↗Customer quote pageShow items, terms and project references on a shared quote page, then collect acceptance, revision requests or rejection through the relevant flow.↗
MODULES THAT WORK TOGETHER
Explore related modules.
01↗02↗03↗
Sales pipeline
Track potential work, the customer relationship and its sales stage in the same view.
Product and service catalog
Organize product and service names, descriptions, prices and commercial details in a catalog connected to quoting.
Quotes and contracts
Record the products and services offered to a customer in quotes, and organize contract drafts, revisions and archives together.