Go Proposal will automate the creation of perfect letters of engagement for every proposal you make.
To make this possible, an initial set up is required from you. Read the article below or watch the below video discover how you can do this.
How it Works
The letter of engagement in Go Proposal is set up by filling out 3 different sections:
- Letter of engagement templates, such as those for sole traders, limited companies and partnerships
- Universal content, which shows in all letters regardless of the template chosen (such as the confirmation text at the bottom of the letter)
- Service Schedules, which form their own section of the letter of engagement and will be copied into the service line items themselves.
You will need to open your letters of engagement and copy and paste various sections into these three key areas, following the steps below.
You will only ever have to do this once and from here on, the correct letter engagement will be automated for every proposal.
How to Set Up
Complete the three steps below (click the links for each process) to set up your letter of engagement.
It is likely that you have different letters of engagement depending on the entity you are working with, such as sole traders and limited companies.
This will be one of the first things you select when creating a proposal:
First, you will want to add in your letter of engagement templates with the relevant introduction, scope and T&C's. Click here to discover how.
This means that the right content will be pulled into your letter of engagement every time you select a template.
Step 2. Add in your service schedules
The 'Schedule of Services' forms its own section in the letter of engagement, and only includes services selected in the proposal.
To make this possible every time, you will copy and paste your service schedules into the line items themselves.
Step 3. Configure your universal content
Your universal content is pulled into all of your letters of engagement, irrespective of the services selected or the template used.
This includes the confirmation text that comes at the end of every letter of engagement.
Tips & Tricks
- When copying and pasting from your letter of engagement into the Go Proposal app, it is best to initially copy the information into a plain text editor such as notepad. Then, copy the text from notepad and paste it into our app. This avoids bits of code lurking in the background and effecting the formatting.
If you are struggling or require further advice with this, jump onto our chat support or send an e-mail to firstname.lastname@example.org and we will be happy to give you advice!