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Get the most out of GoProposal
6 articles in this collection
Written by
Jack Choppin,
Danielle Fisher,
and
Nuala Turnbull
Understanding your dashboard
Find out how the Dashboards work and how to set them up so you can take action.
Written by
Jack Choppin
Updated over a week ago
How To Resend Your Proposal Email
How you resend your proposal email for your clients
Written by
Nuala Turnbull
Updated over a week ago
Where to view your One-Off Totals
Where to view your One-Off totals from a draft/live/won Proposal
Written by
Nuala Turnbull
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
How to customise the additional signatory email
Where to edit the email content that is sent to an additional signatory
Written by
Nuala Turnbull
Updated over a week ago