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. Additionally, you can customise email footers to maintain a professional appearance. The OverSuite add-on also offers pre-made templates for those who prefer ready-to-use options.
Edit and customise templates
Navigate to Configure > Engagement Letters > Engagement Letter Suite.
Select the template you wish to edit and click Edit.
Make the necessary changes, such as adding or modifying text, sections, or line items.
Save the updated template to ensure the changes are applied.
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 or update the phone number in the user profile (via Account > Manage Users) to auto-populate in proposals
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
Scope Details: Edit scope content via Configure > Engagement Letters > Scope Library to ensure accurate and relevant information
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 This ensures the new engagement letter changes apply consistently and avoids potential errors caused by outdated templates.
Updating User Profile Information
If you need to update the phone number or other details that auto-fill in proposals, you can do so by editing the user profile associated with the proposal creator. Here’s how:
Navigate to Account > Manage Users.
Select the user whose details need updating.
Edit the phone number or other relevant information.
Save the changes.
The updated details will automatically populate in the "Create Proposal" area for future proposals.
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