Adding your agreement statements to your Engagement Letters

Agreement Statements form the close to your Engagement Letter before you take your clients signature. Here's how you can amend/add these in.

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

Before reading this article, it is best to get a general overview of how the letter of engagement is set-up in Go Proposal which can be found here.

What Are Agreement Statements?

Agreement statements are pulled into all of your letters of engagement, irrespective of the template you choose to use e.g. Limited Company vs Sole Trader.

They form the close of your engagement letter and will contain your clients signature where a proposal has been approved.

Where do I add my Agreement Statement?

Head to Configure > Engagement Letters > Agreement Statements

Open up your Agreement Statements tab using the arrow indicated below.

Once this tab is open, you can add or edit the Confirmation Statements as required.

If you are subscribed to the OverSuite, your agreement statement will have been generated and populated for you, however you can tweak it as per the steps in this article.

Signature and Non-Signature Agreements

GoProposal facilitates two types of confirmations, a signature and non signature version.

This allows you to pull through a different confirmation to your engagement letter in cases where you are not requiring a signature from your client.

You can define how you would like your letters to be approved (signature vs. no signature) within each proposal template.

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