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Get started with GoProposal

Your fast-track guide in getting started with GoProposal.

1 author5 articles
Your dashboard

Learn about the Dashboard features and how to manage them.

2 authors4 articles
Managing proposals

Everything you need to know about sending a proposal and managing your existing proposals.

3 authors39 articles
Line Items

Adding and managing the line items for your services.

3 authors23 articles
Engagement Letters

Set up your Engagement Letters so you can start sending these with your proposals.

3 authors26 articles
Templates and emails

How to set up and configure your templates & emails

2 authors20 articles
Integrations

Connect GoProposal to the rest of the software in your business.

4 authors32 articles
Contact Hub

Set up the Contact Hub within GoProposal.

1 author5 articles
OverSuite® for GoProposal

An add-on product to create and manage Engagement Letters.

3 authors23 articles
GoProposal AML

Get started with GoProposal AML.

1 author13 articles
Pricing tool setup

Configure certain settings which contribute to the prices you charge.

4 authors17 articles
The AppsMap™

Learn how to use the AppsMap feature in your business.

1 author6 articles
Company settings

Add your company details and personalise your app with your brand

2 authors7 articles
Manage your team

Add new members of your team and configure their settings and privileges

2 authors3 articles
Your account

Manage your GoProposal account

2 authors7 articles
Troubleshooting challenges

Your how-to guide for quickly resolving challenges you might find using the app.

1 author2 articles
2-factor authentication (2FA)

Managing and setting up 2 Factor Authentication

1 author1 article