How to generate a personalized proposal
Generating personalized proposals is done in 3 steps.
1 - Client selects their values
A client completes a values quiestionnaire.
Guide to complete a questionnaire through the API.
2 - A portfolio is created
You create a portfolio for the client and post it to the API.
Guide to create a portfolio for the client through the API.
3 - Generate the comparison reports
Get the comparison report (customized to the client’s values preferences) from the API and render it in your app.
Guide to generate reports that compare portfolios for the client through the API.
