Advice and answers from the GoProposal Team

Search results for:merge tags

How to add the Key Dates table as a Merge Tag

How and where to add your Key Dates table as a Merge Tag… Once you have selected this dropdown, a list of Merge Tags that are available will be shown for you to… Step 1 - Where to add the Key Dates merge tag

Where do I edit the proposal introduction?

Merge tags are a useful way to automate specific details within the introduction, such as your clients

Where do I edit the proposal e-mail that gets sent to my client and staff?

Choose from a list of merge tags to automate key information for your client Check and amend your

Understand what merge fields are and how to use them

Merge fields minimise the admin work required from you and your team by automatically pulling key information through to your documents… Some useful merge fields to be aware of are listed below 😍 This merge field will automatically place… Where can I find merge fields?

How do I edit the Proposal PDF?

Merge tags are good here, particularly for referencing the proposal type or ID… Merge fields are a great way to automate important references throughout the PDF, such as your

How Can I Create A Proposal For Multiple Entities or Companies

Finally in the Letter of Engagement you can use the 'entities list' merge tag to pull through all your

Merge duplicate contacts in the Contact Hub

Understand how you can merge duplicate contacts in your Contact Hub… Merge contacts in bulk ​ Merge individual records Choose this option if you have multiple… Merge Contacts in Bulk

Understand how to format your Engagement Letters professionally

Learn how you can use merge fields, links and bullets or numbering to format your letter of engagement… Use merge fields to automate important references your letter… Use the dropdown indicated above to bring up a list of our available merge fields and add them to your

GoProposal AML: Getting Started

Merge Duplicates If you have duplicate contacts, use the "Merge Duplicate Contacts" button to clean

How can I edit the staff email sent when a proposal is produced?

Merge fields are a great way to pull through relevant information through to the proposal such as the