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How to set up letterhead components in engagement letters

Learn how to add or edit letterhead components in your GoProposal engagement letters.

Written by Russell Henderson

Awarding bodies often require engagement letters to include specific footer details and a list of directors, partners, or members. In GoProposal, these elements are called Letterhead Components.

If you subscribe to OverSuite, the system automatically generates compliant letterhead components and adapts them to your firm. You can still edit them if needed.

Add or edit letterhead components

  1. Go to Configure and select Engagement Letters.

  2. Go to the Letterhead Components tab.

  3. Edit the following components as required:
    Footer

    • Enter your footer text in the Letterhead Footer Text field

    • OverSuite users will see this pre-populated, but can edit it

    List of Directors, Partners, or Members

    • Define the title of your list (for example, Directors, Partners, Members)

    • The list is based on Key People you have set up

    • To link to a list on your website instead, switch to Website Link and enter the URL

    Professional Body Legend

    • OverSuite users: The system automatically adds this once your OverSuite setup is complete. You can switch it on or off and edit the text

    • Non-OverSuite users: Add the legend manually in your introduction, footer, or another suitable section

  4. Click Save Settings.

  5. Create a proposal to preview your changes.

See also

Set up Letters of Engagement

Set up Key People

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