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How to edit Key Dates introductory text and table headings

The Key Dates feature in GoProposal helps you set expectations for deadlines. You can customise the introductory text and table headings to suit your terminology.

Written by Russell Henderson

Edit introductory text

  1. Go to Configure and select Engagement Letters.

  2. Go to the Key Dates tab.

  3. Edit the text that appears above the Key Dates table in the Key Dates Table Introduction section.

Update table headings

  1. Go to Configure and select Engagement Letters.

  2. Go to the Key Dates tab.

  3. Scroll down to overwrite the default table headings to match your preferred terminology. For example, change the deadline for all information or filing deadline.

📌 TIP: Keep headings clear and concise for easy client understanding.

See also

Key Dates

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