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How to Edit a Competitor Battlecard in Playwise HQ

Competitive intelligence is only valuable when it is accurate and up to date. Playwise HQ makes it easy to edit any existing competitor battlecard so your sales team always has the latest information at their fingertips. Whether a competitor has launched a new product, changed their pricing strategy, or your team has discovered new win/loss patterns, you can update your battlecards in just a few clicks.

The edit experience uses the same multi-step form as battlecard creation, pre-populated with your existing data. You can update any section, navigate freely between steps, and save your changes at any point — you do not need to complete every step before saving.

Key benefits

  • Keep competitive intelligence current — Update battlecards as competitors evolve so your team is never working with stale information.
  • Edit any section independently — Jump directly to the section you need to update without stepping through the entire form.
  • Save at any point — Use “Save & Exit” on any step to save your progress without completing the full form.
  • Full version history — Every save creates a new version, giving your account an audit trail of how competitor intelligence has changed over time.

What You Need to Know Before Editing a Battlecard

Section titled “What You Need to Know Before Editing a Battlecard”

Only users with an Admin or Editor role in Playwise HQ can edit competitor battlecards. Users with the Viewer role can view battlecards but cannot make changes. If you do not see the “Edit Battlecard” button when viewing a competitor, contact your account administrator to request the appropriate role.

If your account has exceeded its subscription plan’s battlecard limit, some battlecards may become locked. Locked battlecards cannot be viewed in full or edited. If you encounter a locked battlecard, a dialog will appear explaining the restriction and offering an option to upgrade your plan.

Your subscription plan limits the number of products you can add per battlecard. If you try to add more products than your plan allows during editing, a notification will appear prompting you to upgrade.

Every time you save changes to a battlecard, Playwise HQ automatically creates a new version. This preserves a complete history of edits for your account’s records.

A Step by Step Guide on How to Edit a Competitor Battlecard in Playwise HQ

Section titled “A Step by Step Guide on How to Edit a Competitor Battlecard in Playwise HQ”

Follow these steps to edit an existing competitor battlecard in your Playwise HQ account.

Step 1: Open the Battlecard You Want to Edit

Section titled “Step 1: Open the Battlecard You Want to Edit”
  1. Log in to your Playwise HQ account and go to your Dashboard.
  2. Find the competitor battlecard you want to edit and click on it to open the battlecard view page.

On the battlecard view page, click the “Edit Battlecard” button (with a pencil icon) in the top-right area of the page.

This will open the Edit Competitor page, which displays the same multi-step form used during creation — pre-populated with all of the battlecard’s existing data.

Step 3: Navigate to the Section You Want to Edit

Section titled “Step 3: Navigate to the Section You Want to Edit”

The edit form is organised into the same steps as creation:

  1. Basic Information — Competitor name, description, and website URL.
  2. Market Position — Competitive threat, market penetration, pricing strategy, growth trajectory, market positioning, and sales strategy.
  3. Key Details — Strengths, weaknesses, key industries, and key customers.
  4. Win/Loss Themes — Win themes (reasons and talking points) and loss themes (reasons and mitigation strategies).
  5. Objection Handling — Objections, response strategies, and buyer persona tags.
  6. Products — Competitor product names, descriptions, strengths, and weaknesses.

You can navigate between steps in three ways:

  • Click the step labels in the progress bar at the top to jump to any step.
  • Use the “Previous” and “Next” buttons at the bottom of the form.
  • If you entered edit mode from a specific tab on the view page, you will land directly on the relevant step.

Edit any fields as needed. The form works the same way as during creation:

  • Text fields — Click into the field and type your changes.
  • Rich text fields (Description, Response Strategy, Details & Talking Points, Mitigation Strategy) — Use the rich text editor to format your content.
  • Dropdown fields (Market Position step) — Select a new value from the dropdown menu.
  • Dynamic lists (Strengths, Weaknesses, Industries, Customers) — Add new entries with the “Add” button, remove entries with the trash icon, or edit existing entries in place.
  • Objections — Edit the objection text, response strategy, or persona tags on any existing objection card. Add new objections with “Add Objection” or remove them with the trash icon.
  • Win/Loss Themes — Edit existing themes or add new ones with “Add Win Theme” / “Add Loss Theme”. Remove themes with the trash icon.
  • Products — See Step 5 below for detailed product editing instructions.

The Products step shows all existing products as cards above the product form.

To edit an existing product:

  1. Click the pencil icon on the product card you want to edit.
  2. The product’s data will load into the form below.
  3. Make your changes to the product name, description, strengths, or weaknesses.
  4. Click “Save Changes” to update the product.
  5. To cancel without saving, click “Cancel”.

To add a new product:

  1. Fill in the product form at the bottom of the step (Product Name, Description, Strengths, Weaknesses).
  2. Click “Add Another Product” to save the product and clear the form for the next one.
  3. Alternatively, leave the product in the form — it will be included automatically when you save the battlecard.

To remove a product:

  1. Click the red trash icon on the product card you want to remove.
  2. The product will be removed immediately.

You have two ways to save, depending on which step you are on:

Option A: Save & Exit (available on Steps 1-5)

Click the “Save & Exit” button to save all your changes and return to the battlecard view page. This is useful when you only need to update one or two sections and do not need to step through the entire form.

Option B: Save Changes (on Step 6 — Products)

On the final step, click the “Save Changes” button. This validates all steps and saves the complete battlecard.

After saving:

  • A green notification will confirm: “Competitor battlecard saved successfully” (Save & Exit) or “Competitor battlecard updated successfully” (Save Changes).
  • You will be redirected to the battlecard view page where your updates are immediately visible.
  • A new version of the battlecard is created automatically.

After saving, you will be taken back to the battlecard view page. Review the updated sections to confirm your changes were saved correctly. If anything needs further adjustment, click “Edit Battlecard” again to return to the edit form.

  • Validation errors — If a required field is empty or a field exceeds its character limit, the form will highlight the issue with a red border and error message. Resolve all errors before saving.
  • Subscription limit exceeded — If you exceed the product limit for your plan, a dialog will appear with your current usage and an option to upgrade.
  • Network errors — If saving fails due to a network issue, an error notification will appear. Your unsaved changes are preserved in the form so you can try saving again.