Advice and answers from the GoProposal Team

Get Started with GoProposal

Welcome to your fast-track guide in getting started with GoProposal. This guide will get you to the point of confidently producing your first proposal with a client or a prospect.

Your Dashboard

Learn about the Dashboard features and how to manage them

Creating, sending & managing proposals

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

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 & Emails

How to set up and configure your templates & emails

Integrations

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

The Contact Hub

Your how-to guide for setting up the Contact Hub within GoProposal

OverSuite® for GoProposal

The GoProposal OverSuite™ is on add-on product which will create and manage a set of robust Engagement Letters for your firm.

GoProposal AML

Get started with GoProposal AML!

Pricing Tool Setup

Configure certain settings which contribute to the prices you charge

The AppsMap™

Learn about our AppsMap feature and how you can use this in your business.

Company Settings

Add your company details and personalise your app with your brand

Adding Your Team

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

Your 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.