What is a Proposal Type?

Proposal types refer to the type of work associated with a particular proposal. In the system there are three options: a proposal, renewal or extra work order.

Every proposal template in GoProposal can be assigned a proposal type, which will then appear on the front cover of proposals using that template.

Where Do I Assign Proposal Types?

You can assign proposal types to individual proposal templates by editing the proposal settings.

Can I Change The Names?

Currently we only have the three options which should cover all of the work you do at a basic level.

You can add complexity and more bespoke detail by adding project names and customising the proposal introductions you send to your clients.

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