Creating, Sending And Managing Proposals

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

James Ashford avatar Jack Choppin avatar Danielle Fisher avatar
21 articles in this collection
Written by James Ashford, 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.
Danielle Fisher avatar
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