Skip to main content

How to view your proposal details

Each proposal in GoProposal includes detailed information such as client details, selected services, fees, emails, and an audit trail. You can view and manage these details from the proposal dashboard.

Written by Russell Henderson

Step 1 - Open the proposal dashboard

  1. From the dashboard, select the Proposals and Engagement Letters tab.

  2. Locate the proposal you want to review.

  3. Select the proposal title to view full details.

Step 2 - Explore the proposal details

The tabs show various details:

  • Client Details: Shows who you sent the proposal to

  • Proposal Details: Displays proposal type and period start and end dates

  • Selected Services: Lists services and associated fees

  • Totals: Shows the overall fees for the engagement

  • Email Content: Displays emails sent with the proposal and engagement letter

  • Timeline: Provides a full audit trail of all actions taken

  • Docs: Allows you to download the proposal, engagement letter, and any OverSuite documents

📌 TIP: You can also manage other key aspects of proposals directly from the dashboard.

See also

Filter and search for a proposal

Managing your proposals

Need Support?

Visit the community hub or contact us in the chat.

Did this answer your question?