GoProposal

Follow this three step process to learn how to set up your letters of engagement in Go Proposal.

How To Setup Your Letters of Engagement

Learn how you can use merge fields, links and bullets or numbering to format your letter of engagement.

Discover how you can automatically number and indent different sections within your letter of engagement.

Learn where you can add your terms of conditions into GoProposal so they are included within your letter of engagement.

Service schedules form a crucial part of the letter of engagement. Learn how to add yours into GoProposal.

Discover how you can add apply service schedules to sections or groups of line items, as opposed to individual line items.

In GoProposal, you can have your Privacy Notice signed as part of the overall engagement letter. Here's how.

Agreement Statements form the close to your Engagement Letter before you take your clients signature. Here's how you can amend/add these in.

The Schedule of Services forms a key part of your Engagement Letter.. but you might want to call this section something else.

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