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How to edit service descriptions in proposals

Learn how to edit or personalise the service descriptions that appear in your GoProposal proposals.

Written by Russell Henderson

Each service (line item) in GoProposal includes a description that appears in your proposals under The Services You Have Selected section. These descriptions help communicate the value of your services and provide clarity. You can edit existing descriptions or create new ones to suit your firm’s tone and style.

Edit service descriptions

  1. Go to Configure and select Line Items.

  2. Click Edit Line next to a service you want to update.

  3. OR click Add New Line Item and complete the required fields.

  4. In the Contents tab, scroll to the Description section.

  5. Edit the text to reflect your preferred wording.

  6. Click Save Line Item.

Your proposals will now display the updated service descriptions, ensuring clarity and consistency for your clients.

See also

How to configure a line item

How to edit the proposal PDF

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