General | GoProposal Help Center

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

You can duplicate core templates and line items in GoProosal.

Written by Danielle Fisher
Updated over a week ago

Discover where and how you can manage your proposals.

Written by Danielle Fisher
Updated over a week ago

Learn how you can bring up a specific group of proposals using the filter bar.

Written by Danielle Fisher
Updated over a week ago

If your e-mail to a client has not gone through, you will be notified by e-mail and in your app.

Written by Danielle Fisher
Updated over a week ago

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 Daisy Butt
Updated over a week ago

Merge tags minimise the admin work required from you and your team. Here's how to use them.

Written by Danielle Fisher
Updated over a week ago

You can search for and filter your proposals to help you find a specific quote or run reports.

Written by Danielle Fisher
Updated over a week ago

Here's how to access information related to a proposal such as basic details, client details, fees and the e-mails sent out.

Written by Danielle Fisher
Updated over a week ago

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

Discover how you can export lists of your proposals to a CSV file containing all of the key information.

Written by Danielle Fisher
Updated over a week ago