General

Get the most out of GoProposal

3 articles in this collection
Written by James Ashford, Jack Choppin, and Danielle Fisher

Understanding your dashboard

Find out how the Dashboards work and how to set them up so you can take action.

Written by James Ashford
Updated over a week ago

How do I get to the dashboard from the create a proposal screen?

You can access the admin area and dashboard from the create a proposal screen by clicking the cog in the top right hand corner.

Written by Jack Choppin
Updated over a week ago

Understand what merge fields are and how to use them

Merge fields minimise the admin work required from you and your team by automatically pulling key information through to your documents.

Written by Danielle Fisher
Updated over a week ago