GoProposal generates engagement letters in GoProposal when creating proposals. They include:

Introduction and scope
Standard terms and conditions
Service schedules (specific to selected services)
Agreement statements
Optional privacy notice

Different client types (for example, limited companies vs partnerships) require tailored content. To automate this process, you must add each element separately in GoProposal.

📌TIP: UK members using OverSuite can automate engagement letter setup in line with governing body regulations.

Before you start

Open your current engagement letter template
Copy and paste content into GoProposal using a plain text editor (such as Notepad) to remove hidden formatting

Step 1 - Go to Engagement Letters

Go to Configure and select Engagement Letters.
Add your engagement letter content to the Engagement Letter Suite (excluding service schedules).

Step 2 - Set up your Scope Library

Upload templates for different entities (for example, companies, partnerships)
Click Edit to replace the default content with your own introduction and scope
You can use one universal set of terms and conditions or add specific ones per template
Click Save Letter of Engagement when finished

Step 3- Add your Terms and Conditions

Expand the Terms and Conditions section
Copy and paste your firm’s standard terms
Save your changes

Step 4 - Set up Service Schedules

Service schedules pull key service terms into engagement letters dynamically
Add schedules to individual line items in Line Items from Configure
Adjust the introduction for this section in the Schedule of Services. You can find this by going to Configure and selecting Engagement Letters

Step 5 - Configure Agreement Statements

Agreement statements appear in all engagement letters
Expand the Agreement Statements section to add or edit content
GoProposal supports signature and non-signature versions
Define the approval type (signature vs no signature) in each proposal template

Step 6 - Add a Privacy Notice (optional)

Expand the Privacy Notice section to add or edit content
Toggle off if you don’t want to include a privacy notice

Step 7 - Save and test your setup

Save settings as you work
Create a proposal, select your engagement letter template, and preview the letter in the Complete Details section
Confirm all elements (scope, terms, schedules, agreement statements) appear correctly

What’s next?

Add key service dates and letterhead components (footers, professional body legends, director lists).
Assign directors or partners as Key People in GoProposal to pull their names into letters.

Set up Letters of Engagement