GoProposal

Jack Choppin

Welcome to your fast-track guide in getting started with GoProposal. This guide will get you to the point of confidently producing your first proposal with a client or a prospect.

Get Started with GoProposal

Introduction

Getting your first pricing system setup and ready in GoProposal.

STAGE 1 - Configure Your Pricing [3 hours]

Make your proposals functional and ready to use

STAGE 2 - Send a Test Proposal and Review [30 mins]

How to automate production of your Letter of Engagement

STAGE 3 - Upload Your Letters of Engagement or Add OverSuite [1 hour]

Identify your first client or prospect and prepare for the meeting.

STAGE 4 - Going Live [1 hour]

4 Stages To Launching Your New Pricing and Proposal System

Go to the Facebook GoProposal Group

Head to the GoProposal Terms and Conditions Page

Disclaimer

Find answers and get help from Intercom Support and Community Experts

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