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 Jack Choppin and Nuala Turnbull

The Success Steps

What are the Success Steps, and what do they do?

Written by Nuala Turnbull
Updated over a week ago

4 Stages To Launching Your New Pricing and Proposal System

Introduction

Getting started with GoProposal

Written by Jack Choppin
Updated over a week ago

STAGE 1 - Configure Your Pricing [3 hours]

Getting your first pricing system setup and ready in GoProposal.

Written by Jack Choppin
Updated over a week ago

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

Make your proposals functional and ready to use

Written by Jack Choppin
Updated over a week ago

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

How to automate production of your Letter of Engagement

Written by Jack Choppin
Updated over a week ago

STAGE 4 - Going Live [1 hour]

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

Written by Jack Choppin
Updated over a week ago