Advice and answers from the GoProposal Team

Search results for:proposal type

What is a Proposal Type? Can I change the name?

Learn how proposal types work in GoProposal… Proposal types refer to the type of work associated with a particular proposal… Every proposal template in GoProposal can be assigned a proposal type, which will then appear on the

An Overview of Proposal Templates

Discover how to organise and edit your various proposal types… [Inline Video] Proposal templates are one of the first things you will select when creating a proposal… Add a new new proposal type and configure the content

Control Your Key Proposal Settings

Edit the proposal name, type, minimum monthly fee and where they are redirected to… Proposal Type Proposal types refer to the type of work associated with a particular proposal… These include the proposal name, type, the minimum monthly fee for that proposal and the documents you'd

The Stats on my dashboard doesn't seem to be including all of my proposals?

Check 1. Check your filters for proposal type… You can use the filter bar at the top to change the proposal type and collate the data for other types

Your Dashboard

type You can filter a specific proposal type Proposal Renewal Extra Work Order… Proposal type… A window appears where you can define the targets on the different areas and proposal types. ​

Add Full Page Graphics To Your Proposals

Make your proposals look amazing and include additional information for your clients… Edit proposal type Select edit next to an existing template to add a graphic to that proposal type… In Go Proposal, you can have as many proposal templates as you wish

How To Edit A Proposal Template

Find out how to edit a proposal template including the PDF content, e-mails and key settings… Basic Settings - configure the proposal name, the proposal type, the minimum monthly fee, the documents… You will choose the Template you want to use when first creating a proposal

Where can I view my proposal details?

Here's how to access information related to a proposal such as an audit trail of what's been done, clients details, fees and e-mails… Proposal details will provide key information such as the proposal type and period start and end dates… Once located, hover over the row that proposal is contained within and click View Proposal Details

How To Setup The Senta Integration

STEP 3: Assign workflow bundles You can also assign a proposal type to a bundle of workflows so that… every time a proposal of that type is signed, other key processes can be triggered… This will only apply to a proposal of this type so that you can be specific in the processes you apply

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

Be in the know with how to add team members email addresses so they are notified when a proposal is sent… Step 2. Edit a proposal type… [Inline Video] Every proposal you create is sent to the member of staff who produced the proposal, along