In GoProposal, you can create as many different proposal templates as you like, so you can diversify your content for different niches, types of work or even teams.

You will choose the proposal template you want to use when first creating a proposal.

Proposal templates control the proposal PDF content, what the e-mails to your client will say, and how they will approve the documents and more.

Where To Edit A Proposal Template

Step 1. Go to Configure > Proposal Templates and E-mails

Step 2. Select edit or 'add proposal template' to amend or create a template.

A pop-up box will appear allowing you to configure key aspects of this proposal.

Editing Your Templates

  • Basic Settings - configure the proposal name, the proposal type, the minimum monthly fee, the documents you would like to send over and redirect functionality.

  • PDF Content - control the content that appears in the proposal PDF, such as the introductory text and graphics.

  • E-mails - dictate the e-mail content that goes out with the proposal. You may want this to differ for a new proposal compared with one for a fee review, for example.

  • Acceptance - decide how you would like your clients to approve their proposals when using this template.

Need further support? Contact us on SupportGoProposal@sage.com

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