Skip to main content
Get started with GoProposal

Your fast-track guide in getting started with GoProposal.

Your dashboard

Learn about the Dashboard features and how to manage them.

Managing proposals

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

Line Items

Adding and managing the line items for your services.

Engagement Letters

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

Templates and emails

How to set up and configure your templates & emails


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

Contact Hub

Set up the Contact Hub within GoProposal.

OverSuite® for GoProposal

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

GoProposal AML

Get started with GoProposal AML.

Pricing tool setup

Configure certain settings which contribute to the prices you charge.

The AppsMap™

Learn how to use the AppsMap feature in your business.

Company settings

Add your company details and personalise your app with your brand

Manage your team

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

Your account

Manage your GoProposal account

Sign-up questions

If you have some questions about GoProposal before signing up, here the answers.

Troubleshooting challenges

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