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What to do if you can’t find a proposal

GoProposal stores all proposals you create, whether sent or saved as drafts, in your proposal dashboard. If you can't find a proposal, follow these checks.

Written by Russell Henderson

Step 1 - Adjust the time filter

  • By default, the dashboard shows proposals from the past 30 days.

  • Use the dropdown filter to change the view to All.

Step 2 - Use the search bar

You can search by:

  • Company name

  • Proposal ID

  • First name

  • Last name

  • Client email address

Step 3 - Confirm the proposal saved successfully

  • When creating a proposal, wait for the Success page before leaving

  • If you didn't see this page, the proposal may not have saved

  • In this case, recreate the proposal

📌 TIP: Always allow the system to complete saving before navigating away.

See also

Managing your proposals

Understanding your dashboard

How to filter and search for a proposal

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