Get Started with GoProposal

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.

6 articles in this collection
Written by James Ashford

Introduction

Getting started with GoProposal

Written by James Ashford
Updated over a week ago

5 Stages to Launching Your New Pricing System

STAGE 1 - Configure Your Pricing [3 hours]

Get version 1 of your pricing ready to use

Written by James Ashford
Updated over a week ago

STAGE 2 - Upload Your Letters of Engagement [1 hour]

How to automate production of your Letter of Engagement

Written by James Ashford
Updated over a week ago

STAGE 3 - Setup Your Proposal [30 mins]

Make your proposals functional and ready to use

Written by James Ashford
Updated over a week ago

STAGE 4 - Going Live [1 hour]

Identify your first client or prospect and prepare for the meeting

Written by James Ashford
Updated over a week ago

STAGE 5 - Feedback to the Team [30 mins]

Bring your team on the journey

Written by James Ashford
Updated over a week ago