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Creating, sending & managing proposals
Creating, sending & managing proposals
Everything you need to know about sending a proposal and managing your existing propsoals.
35 articles in this collection
Written by
Jack Choppin,
Danielle Fisher,
and
Nuala Turnbull
Creating A Proposal
Best Practice Guide: How To Create a Proposal
A guided tour on how to use GoProposal to create a proposal for a prospect or client.
Written by
Jack Choppin
Updated over a week ago
Best Practice Guide: Producing A Fee Review in GoProposal
Understand how to set up your GoProposal app to start effortlessly sending out renewals and fee reviews to your clients.
Written by
Danielle Fisher
Updated over a week ago
How do I charge a catch up fee for previous years accounts plus a monthly fee going forwards?
Understand the different pricing options you have when agreeing work for previous years accounts in addition to the current financial year.
Written by
Danielle Fisher
Updated over a week ago
How To Do Fee Reviews With The GLOSS Method Using GoProposal
Carry our more effective fee reviews using the GLOSS Method
Written by
Jack Choppin
Updated over a week ago
The alignment fee doesn't seem to be pulling through/working in my proposal - what do I do?
Learn what to do if you're expecting the alignment fee/catch up to show but it isn't.
Written by
Danielle Fisher
Updated over a week ago
Calculation tool stuck on 'calculating totals' - what's causing this?
Learn what to do when your system gets stuck calculating totals when creating a proposal.
Written by
Danielle Fisher
Updated over a week ago
The text/number formatting in my PDF looks weird. How do I correct it?
Learn what to do if the formatting appears to be inconsistent or incorrect in your proposal and engagement letter documents.
Written by
Jack Choppin
Updated over a week ago
How to add the Key Dates table as a Merge Tag
How and where to add your Key Dates table as a Merge Tag
Written by
Nuala Turnbull
Updated over a week ago
Calculating Your Proposal Fee
Understand what everything on the 'Get Calculation' interface means.
Written by
Danielle Fisher
Updated over a week ago
Creating a Proposal: Extra things you can do
Add an Internal Note to your Proposal
With every proposal you generate, you can create an internal note for you and your team.
Written by
Danielle Fisher
Updated over a week ago
Adding Notes About A Client's Proposal
Understand how you can add notes against Proposals for you and your team
Written by
Nuala Turnbull
Updated over a week ago
Use tooltips to demonstrate the value of your services to a prospect or client
You can explain your services to your clients by using tooltips.
Written by
Jack Choppin
Updated over a week ago
Edit the proposal introduction (just for one client)
You can tweak the introduction of a proposal so it is bespoke to one client.
Written by
Danielle Fisher
Updated over a week ago
Give your proposal a project name
You can add a project title to every proposal you create if you'd like this to appear on the front cover of the documents.
Written by
Danielle Fisher
Updated over a week ago
Sending Your Proposal
How will I know when a proposal has been sent or seen by my client?
Understand how you will know if a proposal has been sent to your client and whether or not the e-mail has been read.
Written by
Danielle Fisher
Updated over a week ago
Where can I view my proposal status?
The proposal status lets you know if your proposal is in draft, live or has been accepted by your client.
Written by
Jack Choppin
Updated over a week ago
How can I edit the staff email sent when a proposal is produced?
Be in the know with how to add team members email addresses so they are notified when a proposal is sent.
Written by
Danielle Fisher
Updated this week
How do I know if a proposal email to a client has bounced?
If your e-mail to a client has not gone through, you will be notified by e-mail and in your app.
Written by
Danielle Fisher
Updated over a week ago
How can I send a proposal without a letter of engagement?
Learn how you can send a proposal without an engagement letter.
Written by
Danielle Fisher
Updated over a week ago
Steps to take in GoProposal if an e-mail didn't hit your clients inbox.
In GoProposal we have an e-mail deliverability scoring system, which will show you what can be improved AND exactly how to improve it.
Written by
Danielle Fisher
Updated over a week ago
How To Resend Your Proposal Email
How you resend your proposal email for your clients
Written by
Nuala Turnbull
Updated over a week ago
How do I e-mail a proposal to more than one staff member or client?
Every proposal you create gets sent to your clients and staff members. Here's how you can send this to more than one member of staff.
Written by
Danielle Fisher
Updated over a week ago
Managing Your Proposals
Where can I manage my proposals? (View details, edit, duplicate, delete & send)
Discover where and how you can manage your proposals.
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.
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.
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.
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.
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.
Written by
Danielle Fisher
Updated over a week ago
Where to view your One-Off Totals
Where to view your One-Off totals from a draft/live/won Proposal
Written by
Nuala Turnbull
Updated over a week ago
I can't seem to find an existing proposal on my dashboard?
Learn what to do if you can't find a proposal you previously sent out or saved as a draft.
Written by
Danielle Fisher
Updated over a week ago
How Do I Hide Version Numbers on my Proposals e.g v1 v2 v3
When you create and send out multiple versions of your proposal, you may want to hide the version numbers from your client.
Written by
Danielle Fisher
Updated over a week ago
Draft Proposals
Can my draft proposal be signed?
Written by
Nuala Turnbull
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.
Written by
Danielle Fisher
Updated over a week ago
How to export Line Item and Proposal Data
Here's how you can export proposal and line item data from your GoProposal app to build the reports you need.
Written by
Danielle Fisher
Updated over a week ago
Proposals accepted but no Wahoo email
What to do if you have a proposal accepted but you haven't received the Wahoo email
Written by
Nuala Turnbull
Updated over a week ago