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Upload your Letters of Engagement or add OverSuite

Letters of engagement are essential for compliance and client agreements. GoProposal helps you manage them efficiently by offering two setup options.

Written by Jack Choppin

Why automate letters of engagement?

Creating and maintaining letters of engagement can be time-consuming and complex. GoProposal centralises and automates this process, ensuring your documents stay compliant and up to date.

Setup options

Use OverSuite (Uk members only):

  • Automatically creates, uploads, and updates your letters of engagement

  • Ideal if you don’t have existing letters or want to ensure compliance

  • Learn more about Oversuite here

Upload your own letters

  • Copy and paste your existing letters into GoProposal

  • Suitable if you already have compliant documents

Is OverSuite right for you?

We recommend OverSuite if you:

  • Are UK-based

  • Don’t have an engagement letter ready

  • Lack time to create and review letters regularly

  • Have concerns about compliance

📌TIP: If you need to send a proposal quickly or have your own process for engagement letters, you can skip this step. You can send a proposal without an engagement letter.

See also:

Configure you pricing

Send a test proposal and review

Go Live

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