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How to amend the Schedule of Services introduction content

how to edit the heading and introductory text for the Schedule of Services section in your GoProposal engagement letters.

Written by Russell Henderson

The Schedule of Services is a key part of your engagement letter. It contains legal text specific to the services you provide, such as payroll or annual financial statements.

Each engagement letter in GoProposal includes a dynamic Schedule of Services section, which automatically pulls the relevant service terms into the document.

You can customise the heading and introduction text for this section to suit your firm’s style.


Amend the schedule of Services introduction

  1. Go to Configure and select Engagement Letters.

  2. Expand the Schedule of Services section using the arrow icon.

  3. Edit the content in the Schedule of Services Introduction section.

  4. Click Save Settings.


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