Before reading this article, it is best to get a general overview of how the letter of engagement is set-up in Go Proposal which can be found here.
What is Universal Content?
Universal content is content that is pulled into all of your letters of engagement, irrespective of the template you have chosen or service schedules selected.
The universal content deals with the following:
- Page headers between your terms and conditions and service schedules.
- Confirmation text at the end of your letter of engagement.
Configuring Your Universal Content
Step 1. Go to Configure > Letter of engagement
Log in to the admin area of your app and go to configure > letter of engagement.
Step 2. Editing your universal content
Beneath your letter of engagement types, you can configure the universal content that goes out with them.
Universal content is comprised of the following:
1. Schedule of Services Heading
This is where you can edit the heading and introductory section text to the Schedule of Services section of your letter of engagement..
.. any changes you make here will effect the corresponding heading in your letter.
The remainder of this section will be automatically populated with the Service Schedules. Learn how to set these up here.
2. Confirmation Text
This is where you can edit the confirmation text which appears at the end of your letter of engagement..
any changes you make here will effect the corresponding page in your letter:
3. Signature and No Signature Confirmations
We have two confirmations in GoProposal, signature and no signature required.
This is so that you can ensure you are using the correct terminology in your letters, if you don't need to take a signature for certain types of work.
You can specify your signature requirements for every proposal template you create, which would dictate which confirmation to pull through in the create proposal tool.
Step 5. Build out the rest of your letter of engagement
If you haven't done so already, you will want to set up your letter of engagement templates and service schedules.