GoProposal

Understand how to configure Key Dates in GoProposal to include start dates, deadlines, and filing dates in your Engagement Letter.

How to set up and use Key Dates

The Key Dates feature in GoProposal helps you set expectations for deadlines. You can customise the introductory text and table headings to suit your terminology.

How to edit Key Dates introductory text and table headings

You can upload a signature for key people in your firm and configure GoProposal to include it in the confirmation section of engagement letters.

Add a partner or directors signature to Engagement Letters

Understand how to add and manage Key People in GoProposal. This means they'll appear in engagement letters and helps you meet compliance requirements.

How to assign Key People

Some organisations require more than one person to authorise an engagement letter. GoProposal’s multiple signature feature allows you to collect all required approvals.

How to request multiple signatures on an engagement letter

Learn how to add or edit letterhead components in your GoProposal engagement letters.

How to set up letterhead components in engagement letters

Learn how to add or edit footer text for engagement letters and proposals in GoProposal.

How to edit engagement letter and proposal footer text

Understand how to set different acceptance options for proposal templates in GoProposal. This includes signature, no signature, and no acceptance.

How to define acceptance options for proposals and engagement letters

Understand how to edit the email content sent to an additional signatory in GoProposal.

How to customise the additional signatory email

Learn how to customise Wahoo emails sent to clients and staff. GoProposal sends these when clients sign engagement letters or approve proposals.

How to edit Wahoo emails for signed or approved documents

Russell Henderson

Jack Choppin

Additional Features related to Engagement Letters

Go to the Facebook GoProposal Group

Head to the GoProposal Terms and Conditions Page

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