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How to use tooltips to demonstrate service value

Learn how to add and use tooltips in GoProposal to help communicate the value of your services during proposal creation.

Written by Jack Choppin

Tooltips provide short, helpful information about a service. They act as quick reference points for you or your team when presenting proposals to clients.

You can include text, images, or videos in tooltips to explain services clearly and build client confidence.

Add Tooltip to a service

  1. Go to Configure and select Line Items.

  2. Find the service you want to edit and click Edit Line.

  3. Scroll to the Add Tooltip? option and tick the box.

  4. Enter your tooltip content:

    • Add text, images, or videos as needed

  5. Click Save Line Item.

View the tooltip in a proposal

  1. Go to Create Proposal.

  2. Locate the service line with the tooltip.

  3. Click the question mark icon under More Info to view the tooltip.

📌TIP: Use tooltips to highlight benefits, compliance details, or unique selling points for each service.

See also

How to configure line items

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