General

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