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How to add a project name to your proposal

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.

Written by Russell Henderson

How to add a 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.

Where the project name appears

  • On the front cover of the proposal document

  • In your Dashboard

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

See also

Create a proposal

Understanding your dashboard

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