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.
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.
Adding and managing the line items for your services.
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
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.
Get started with GoProposal AML!
Pricing Tool Setup
Configure certain settings which contribute to the prices you charge
Learn about our AppsMap feature and how you can use this in your business.
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
If you have some questions about GoProposal before signing up, here the answers.
Your how-to guide for quickly resolving challenges you might find using the app.