GoProposal

GoProposal generates engagement letters in GoProposal when creating proposals. They include several key components.

Set up Letters of Engagement

When creating engagement letter templates in GoProposal, you can use built-in formatting tools to structure content clearly. This includes headings, bullet points, numbering, hyperlinks, and merge fields for automation.

How to format your Letters of Engagement

Discover how to automatically number and indent sections in your engagement letters using GoProposal.

How to use automatic numbering in engagement letters

You can configure T&Cs globally or at the template level in GoProposal. This allows you to apply standard terms across all engagement letters or tailor them for client agreements.

Where to add your terms and conditions (T&Cs)

Discover how to add and assign service schedules in GoProposal to ensure your engagement letters include the correct legal text.

How to set up service schedules

Learn how to apply service schedules to sections in GoProposal. You can apply them to groups of line items to avoid duplication in engagement letters.

How to apply service schedules to sections

Learn how to add your Privacy Notice to GoProposal so clients can authorise it when signing the engagement letter.

How to include your Privacy Notice in an engagement letter

Discover what agreement statements are in GoProposal. Learn how to add or edit them in your OverSuite engagement letters.

How to add agreement statements to your engagement letters

how to edit the heading and introductory text for the Schedule of Services section in your GoProposal engagement letters.

How to amend the Schedule of Services introduction content

Learn how to manage your engagement letter templates in GoProposal.

Customise and manage engagement letter templates

Russell Henderson

Jack Choppin

Christine Johnston

Setting Up Your Letter of Engagement (None OverSuite Users)

Go to the Facebook GoProposal Group

Head to the GoProposal Terms and Conditions Page

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