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