Search for a proposal
From the Proposals and Engagement Letters tab in the dashboard, you can search by:
Company name
First name
Last name
Email address
Proposal ID
Apply additional filters
You can refine your search using these given filters:
Date Created: Last 30 days, Last 60 days, Last 90 days, Last six months, Last year or custom dates
Status: Live, Draft, Lost, Won
There are also optional extra filters you can use:
Type: Proposal, Renewal, Extra Work Order, Letter of Engagement
Staff: staff members in GoProposal
Follow up date: Next 7 days, Next 30 days, More than 30 days, Overdue
Principal in Charge: Filter by assigned principal
Person Responsible: Filter by assigned responsible person
Documents Included: Proposal and Letter, Proposal only, Letter only
Click Apply filter to show the results.
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