Engagement letter templates in GoProposal are highly customisable, letting you tailor them to your specific requirements. You can edit existing templates, add new sections, or create new templates. The OverSuite add-on also offers pre-made templates for those who prefer ready-to-use options.
Edit and customise templates
Go to Configure and select Engagement Letters.
Select the template you wish to edit and click Edit.
Make the necessary changes, such as adding or modifying text, sections, or line items.
4. Review the updated templates before sending proposals to ensure you've either updated or removed placeholders. This step helps maintain professionalism and avoids potential errors.
Add specific content
You can include specific details in your engagement letter templates, such as:
Phone Numbers: Amend the client email content
Staff Member Names: Update the staff member's name in the Internal Details section while creating or editing a proposal
Placeholders: Ensure you review or update all placeholders in the templates after making changes
Managing proposal changes post-edit
After changing an engagement letter template, you need to apply these updates to your proposals. We recommend you duplicate draft proposals rather than editing existing drafts directly. This ensures the new engagement letter changes apply consistently and avoids potential errors caused by outdated templates.
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