GoProposal

Proposal templates control the structure and content of your proposals, including the PDF layout, client emails, and approval process. You can create multiple templates to suit different niches, services, or teams. When creating a proposal, you select the template you want to use. 

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Got to Configure and select Templates &amp; Emails.

Click Edit next to the template you want to update.

1. Got to Configure and select Templates &amp; Emails.
2. Click Edit next to the template you want to update.
3. Edit the details in the pop-up.
4. Click Save Template.

<a href="https://help.goproposal.com/en/articles/2797273-how-to-control-key-proposal-settings">Basic Settings</a>

- Set the proposal name and type
- Define the minimum monthly fee
- Choose which documents to send and configure redirect options

<a href="https://help.goproposal.com/en/articles/1630250-how-to-edit-the-proposal-pdf">PDF Content</a>

- Edit the content that appears in the proposal PDF, such as introductory text and graphics

<a href="https://help.goproposal.com/en/articles/1629181-how-to-edit-the-proposal-email-sent-to-clients-and-staff">Emails</a>

- Customise the email content sent with the proposal
- You can create different wording for new proposals and fee reviews

<a href="https://help.goproposal.com/en/articles/4126768-how-to-define-acceptance-options-for-proposals-and-engagement-letters">Acceptance</a>

- Decide how clients will approve their proposals when using this template

- <a href="https://help.goproposal.com/en/articles/2797273-how-to-control-key-proposal-settings">Basic Settings</a>
 - Set the proposal name and type
 - Define the minimum monthly fee
 - Choose which documents to send and configure redirect options
- <a href="https://help.goproposal.com/en/articles/1630250-how-to-edit-the-proposal-pdf">PDF Content</a>
 - Edit the content that appears in the proposal PDF, such as introductory text and graphics
- <a href="https://help.goproposal.com/en/articles/1629181-how-to-edit-the-proposal-email-sent-to-clients-and-staff">Emails</a>
 - Customise the email content sent with the proposal
 - You can create different wording for new proposals and fee reviews
- <a href="https://help.goproposal.com/en/articles/4126768-how-to-define-acceptance-options-for-proposals-and-engagement-letters">Acceptance</a>
 - Decide how clients will approve their proposals when using this template

Your updated template will be available for selection when creating new proposals. 

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.

Find out how to edit a proposal template in GoProposal, including PDF content, email wording, and key settings.

How to edit a proposal template

Go to the Facebook GoProposal Group

Head to the GoProposal Terms and Conditions Page

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How to edit a proposal template

Edit a proposal template

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