Agreement statements appear at the end of your engagement letter and confirm client acceptance. They're included in all letters, regardless of the template (for example, Limited Company or Sole Trader).
If you're subscribed to OverSuite™, the system generates a default agreement statement for you. You can edit or add new statements as needed.
Add or Edit agreement statements
Go to Configure and select Engagement Letters.
Open the Agreement Statements section.
To add a new statement, select Create your own Agreement Statement.
To edit an existing statement, select Edit next to the statement you want to change.
Signature and non-signature agreements
GoProposal supports two types of confirmations:
Signature version – for letters requiring a client signature
Non-signature version – for letters approved without a signature
You can define which version to use in each proposal template under Acceptance Options.
See also
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