Integrating your own PDF documents into appraisal reports allows you to include additional information such as about me pages, testimonials or marketing options. This customisation ensures that each appraisal reflects your brand and provides comprehensive information tailored to your clients’ needs.
You can add any PDF to the bottom section by clicking ‘Add Your Own Section’ at the bottom of the sections list on the left of the screen.
Once you’ve set this up and ordered it (via drag and drop), you can save it as a template. Simply go to the top-right corner, click the kebab button (3 vertical dots), and select ‘Save as Template.’ This ensures that whenever you open a new appraisal in the future, it will be laid out exactly as you’ve configured, including all your uploaded documents, saving you time and effort.
