There are several key components to a proposal and so it's important for you to know what they are and how to configure them.
This will take some time to get it exactly as you want it, but once it's done, they will be automatically generated for you forevermore.
This video will show you how to control the proposal PDF content.
How To Edit
Step 1. Go to Configure > Proposal Templates & E-mails
Log in to the admin section of your app and go to proposal templates & e-mails.
Step 2. Add or edit a proposal type
In Go Proposal, you can have as many proposal templates as you wish.
Within each one, you can control how the PDF will look. This allows you to really tailor the pdf content to the type of proposal you are creating.
Select add proposal type or click edit next to an existing type you want to tweak.
Step 3. Select the PDF tab
A pop-up box will appear. Ensure you have the PDF tab selected.
Step 4. Edit PDF content
The features of the proposal PDF are listed here in the order that they show in the document.
Below is a comprehensive list of what you can do. Once done, scroll down to save your settings.
Use the testimonial toggle to switch testimonials on or off. When switched on, you can insert your testimonials into the box that appears.
Testimonials are a great way to show your clients the promises you are making have been delivered on before. Using different proposal types for different niches, you can add in relevant testimonials for that market!
To preview your changes, first create a proposal and then scroll down to 'preview proposal.'
Add Full Page Graphics
Use the full page graphic toggle to switch graphics on or off. When switched on, you can insert a full page graphic in the box that appears.
Select 'choose image' and upload a graphic from your desktop.
Size: 210mm x 297mm (A4)
Resolution: 72dpi for on screen use, 300dpi is best screen resolution.
Full page graphics are a great way for you to include any additional page you need, in any style that you want it to be. We have seen our members use this tool in some great ways:
- Inspirational quotes
- Additional services
- Onboarding process
- Meet the team page
Edit The Proposal Introduction
Use the proposal introduction toggle to switch the introduction on or off. Once switched on, you can construct the introduction to this proposal type.
This is key, since you may want your introduction to differ for a new proposal compared to a fee review.
Merge tags are a great way to automate important references throughout the PDF, such as your clients information.
In this box, you can configure the introductory text to your fees section. The remainder of this section will be automatically populated with a breakdown of the costs.
Merge tags are good here, particularly for referencing the proposal type or ID.
Please Note Section
Use the please note toggle to switch this section on or off. When selected, the proposal will automatically display the start date and end date of the terms, along with the clients annual revenue and the free text you choose to use in the box below.
If you don't want to display the start and end dates and revenue ranges, and just want to show how long the proposal is valid for, then use this button:
Deleting and Reordering Calculations
To reorder a calculation, use the arrows beside each one to move it up or down.
You can also delete calculations you no longer want to keep using the trash icon.
What Happens Next Section
Use the what happens next toggle to allow for a 'what happens next section' in your proposal.
This is a great way to clearly outline the next steps your client needs to take and instantly triggering the on-boarding process upon signing.
The acceptance button will be added automatically to the end of this section.
The remainder of the proposal PDF is populated with the service descriptions and upsell section. This is where you will edit the introductions to these sections.
Step 4. Save your content
Once happy, be sure to select 'save proposal type.'