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Setting Up Your Letter of Engagement (None OverSuite Users)
Amend the Schedule of Services Introductory Content
Amend the Schedule of Services Introductory Content

The Schedule of Services forms a key part of your Engagement Letter.. but you might want to call this section something else.

Russell Henderson avatar
Written by Russell Henderson
Updated over a week ago

What Are Service Schedules?

Service schedules are paragraphs of legal text that are specific to a service you deliver, such as payroll or annual financial statements.

Every engagement letter in GoProposal has a dynamic Schedule of Services section, which dynamically pulls key service terms through to the document where required.


You can learn more about how to go about setting these up here.

Edit the Way You Introduce your Schedule of Services

You can tweak the way you introduce the Schedule of Services section in your Engagement Letter, including the heading you use and the introductory text beneath it.

To edit this introductory content, head to Configure > Engagement Letters > Engagement Letter Suite..

Open up the Schedule of Services tab using the arrow next to that section..

..and tweak the introductory content within this field.

Save your settings once you're done!

If you have any questions, please reach out to us in the chat box below! 😃


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