GoProposal will store all of your clients proposals and engagement letters for you on the proposal dashboard.

In some situations you might want to send drafts you have saved to another team member for review, or download these to store them for your own purposes.

How To Download A Proposal or Letter of Engagement

Step 1. Head to your proposal dashboard

Step 2. Download

Find the proposal you need on the dashboard and beneath the details heading select view (drop-down button).

Choose view proposal PDF or letter of engagement draft to download a copy of the respective documents to your desktop.

You can also manage other key aspects of your proposals from this dashboard.


Step 3. Open or save the download


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