General

Get the most out of GoProposal

James Ashford avatar Danielle Fisher avatar Daisy Butt avatar
10 articles in this collection
Written by James Ashford, Danielle Fisher, and Daisy Butt

How do I duplicate line items, proposal templates, engagement letters or proposals?

You can duplicate core templates and line items in GoProosal.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

Where can I manage my proposals? e.g. view details, edit, duplicate, delete, send.

Discover where and how you can manage your proposals.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

How Do I Filter My Proposals

Learn how you can bring up a specific group of proposals using the filter bar.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

How You Can Tell if An E-mail has Bounced

If your e-mail to a client has not gone through, you will be notified by e-mail and in your app.
Danielle Fisher avatar
Written by Danielle Fisher
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.
Daisy Butt avatar
Written by Daisy Butt
Updated over a week ago

Merge Tags in Go Proposal

Merge tags minimise the admin work required from you and your team. Here's how to use them.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

How Do I Search For A Specific Proposal

You can search for and filter your proposals to help you find a specific quote or run reports.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

Where can I view my proposal details?

Here's how to access information related to a proposal such as basic details, client details, fees and the e-mails sent out.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

Understanding Your Dashboard

Find out how the Dashboards work and how to set them up so you can take action.
James Ashford avatar
Written by James Ashford
Updated over a week ago

How to Export Proposal Data to a CSV File

Discover how you can export lists of your proposals to a CSV file containing all of the key information.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago