Creating, Sending And Managing Proposals

Everything you need to know about sending a proposal and managing your existing propsoals.

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21 articles in this collection
Written by Jack Choppin and Danielle Fisher
Managing Your Proposals

Where can I manage my proposals? (View details, edit, duplicate, delete & send)

Discover where and how you can manage your proposals.
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Written by Danielle Fisher
Updated over a week ago

Where can I download/print a copy of the proposal or letter of engagement PDF?

Sometimes you might want to download a copy of your clients proposal to store it elsewhere or send it across to somebody else for review.
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Written by Danielle Fisher
Updated over a week ago

Where can I view my proposal details?

Here's how to access information related to a proposal such as an audit trail of what's been done, clients details, fees and e-mails.
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Written by Danielle Fisher
Updated over a week ago

How to Export Proposal Data to a CSV File

Discover how you can export lists of your proposals to a CSV file containing all of the key information.
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Written by Danielle Fisher
Updated over a week ago

How can I filter and search my proposals?

Learn how you can bring up a specific group of proposals using the filter bar.
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Written by Danielle Fisher
Updated over a week ago

How do I duplicate line items, proposal templates, engagement letters or proposals?

You can duplicate core templates and line items in GoProosal.
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Written by Danielle Fisher
Updated over a week ago

Where can I check the e-mail addresses for the proposals I have sent out?

Find out how you can find the e-mail address for a client and any additional signatories you have sent a proposal to.
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Written by Danielle Fisher
Updated over a week ago