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Managing proposals
Managing proposals
Everything you need to know about sending a proposal and managing your existing proposals.
Follow-up date reminders
Create a proposal
Produce a Fee Review in GoProposal
How do I charge a catch up fee for previous years' accounts plus a monthly fee going forwards?
Fee reviews using the GLOSS Method
Alignment fee doesn't appear in my proposal
Calculation tool stuck on 'calculating totals'
Formatting appears inconsistent or incorrect in my proposal and engagement letter documents
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?
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