When you first log in to GoProposal, you will be taken straight to the create a proposal screen. 

So that when you're creating a proposal with your client, they won't see your dashboard or any sensitive information about your business. 

It's simple to navigate yourself out of the create a proposal screen. 

There are two ways to get to the dashboard: 

Option A: The Cog

  1. In the top right hand corner, click on the cog and it will direct you to the dashboard. 

Option B: The Admin Button

1. Scroll down to the bottom of the create a proposal page and you will see a row of buttons.

2. Click 'Go to admin' 

And hey presto, you've done it! 

Now you can check out those important proposal stats or configure important settings, including your line items, proposal templates and letter of engagement.


 

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