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Creating, sending & managing proposals
Everything you need to know about sending a proposal and managing your existing propsoals.
Best Practice Guide: How To Create a Proposal
Best Practice Guide: Producing A Fee Review in GoProposal
How do I charge a catch up fee for previous years accounts plus a monthly fee going forwards?
How To Do Fee Reviews With The GLOSS Method Using GoProposal
The alignment fee doesn't seem to be pulling through/working in my proposal - what do I do?
Calculation tool stuck on 'calculating totals' - what's causing this?
The text/number formatting in my PDF looks weird. How do I correct it?
How to add the Key Dates table as a Merge Tag
Calculating Your Proposal Fee
How will I know when a proposal has been sent or seen by my client?
Where can I view my proposal status?
How can I edit the staff email sent when a proposal is produced?
How do I know if a proposal email to a client has bounced?
How can I send a proposal without a letter of engagement?
Steps to take in GoProposal if an e-mail didn't hit your clients inbox.
How To Resend Your Proposal Email
How do I e-mail a proposal to more than one staff member or client?
Where can I manage my proposals? (View details, edit, duplicate, delete & send)
Where can I download/print a copy of the proposal or letter of engagement PDF?
Where can I view my proposal details?
How can I filter and search my proposals?
How do I duplicate line items, proposal templates, engagement letters or proposals?
Where can I check the e-mail addresses for the proposals I have sent out?
Where to view your One-Off Totals
I can't seem to find an existing proposal on my dashboard?
How Do I Hide Version Numbers on my Proposals e.g v1 v2 v3
Draft Proposals
How to Export Proposal Data to a CSV File
How to export Line Item and Proposal Data
Proposals accepted but no Wahoo email