GoProposal

Create a proposal and complete the Basic Information section.

In the bottom-right corner, find Add Project Name.

1. Create a proposal and complete the Basic Information section.
2. In the bottom-right corner, find Add Project Name.
3. Click the toggle to enable the field.
4. Enter your chosen project name.

___________________________________________________________

On the front cover of the proposal document

- On the front cover of the proposal document
- In your Dashboard

📌 TIP: Use clear, descriptive names to make proposals easy to identify.

<a href="https://help.goproposal.com/en/articles/1630164-create-a-proposal">Create a proposal</a>

<a href="https://help.goproposal.com/en/articles/2801778-understanding-your-dashboard">Understanding your dashboard</a>

Visit the <a href="https://communityhub.sage.com/gb/cloud-products/f/goproposal-general-discussion" rel="nofollow noopener noreferrer" target="_blank">community hub</a> or contact us in the chat.

Adding a project name helps you distinguish between multiple proposals for the same client in GoProposal. This is useful when creating several proposals throughout the year.

How to add a project name to your proposal

Go to the Facebook GoProposal Group

Head to the GoProposal Terms and Conditions Page

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How to add a project name to your proposal

How to add a project name

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