Best practice before formatting
Copy text from your existing engagement letter into a plain text editor (such as Notepad) before pasting it into GoProposal. This removes hidden formatting that can cause layout issues.
Formatting options available
Automatic numbering and indentation
Use the numbering feature to create ordered lists and sub-lists. This is useful for structuring terms and conditions or scope sections.
Headings and subheadings
Add headings to separate key sections, such as Scope of Work or Terms and Conditions. This improves readability and professionalism.
Text styling
Highlight important details using bold, italics, or underlining.
Lists
Create bullet points or numbered lists for clarity. Highlight the text and click the bullet or numbering button in the toolbar.
Hyperlinks
Add links to your website, privacy notice, or important documents. Use the Link icon in the toolbar to insert URLs.
Merge Fields
Automate key references, such as client name or proposal date, using merge fields. Select the merge field dropdown in the toolbar to insert available fields.
📌 TIP: Use merge fields to reduce manual updates and ensure accuracy across all engagement letters.
See also
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