GoProposal

When creating a proposal, you can set a follow-up date to remind yourself to check in with the client if the proposal remains unsigned. GoProposal sends a reminder email one…

How to set a follow-up date reminder

Understand why you must click Recalculate Totals after making pricing changes in GoProposal.

Why click Recalculate Totals after pricing changes

Understand how to manage principals and staff visibility in proposals within GoProposal.

Manage principals and staff visibility in proposals

Russell Henderson

Christine Johnston

Jack Choppin

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

Managing proposals

Learn how to create a proposal and Letter of Engagement in GoProposal and send them to clients for electronic signature.

How to create a proposal

Regular fee reviews help you stay financially aligned with the work you deliver and identify opportunities to offer other services. GoProposal makes this process quick and efficient.

How to produce a fee review

The GoProposal alignment fee only covers the current financial year if your proposal runs for less than 12 months. If you need to bill for earlier work too, follow the…

How to charge a catch-up fee for previous years’ accounts

The alignment fee ensures you recover costs for annual services when billing monthly. If the fee doesn't appear in GoProposal, follow these checks to resolve the issue.

Why the alignment fee is missing from your proposal

Occasionally, proposals don't progress past the calculating totals stage in GoProposal. This can be due to integration issues, missing pricing values, or browser extensions.

What to do if the calculation tool sticks on ‘calculating totals’

Formatting issues often occur when you copy text from other sources, such as Word or PDF documents, into GoProposal templates. Hidden code can cause inconsistencies in your final documents.

How to fix formatting issues in proposals and engagement letters

When you complete the Key Dates table in your line items, it automatically appears in your Letter of Engagement. You can also add it to your proposal PDF using a…

Add the Key Dates as a merge tag

When you create a proposal and click Get Calculation, GoProposal displays the monthly and one-off totals. Here's what each option means and how it affects your proposal.

Understanding the proposal fee calculation

Discover how the Renew action in GoProposal helps you create a new proposal linked to a previously won proposal or Letter of Engagement.

How to use the Renew action for proposals

Creating A Proposal

Understand how to add internal notes to proposals in GoProposal for team reference.

How to add an internal note to a proposal

Adding notes to a proposal helps you record important updates in GoProposal. These notes appear in the proposal timeline with the date and time.

Add notes to a client's proposal

Learn how to add and use tooltips in GoProposal to help communicate the value of your services during proposal creation.

How to use tooltips to demonstrate service value

Learn how to customise the introduction text of a proposal for a specific client in GoProposal.

How to edit the proposal introduction for one client

Adding a project name helps you distinguish between multiple proposals for the same client in GoProposal. This is useful when creating several proposals throughout the year.

How to add a project name to your proposal

Creating a Proposal: Extra things you can do 

Understand how to confirm if a someone has sent a proposal and whether they've opened the email in GoProposal.

How to check the email status of a proposal

Proposal status helps you track whether a proposal is in draft, sent, accepted, or marked as lost. You can also monitor signature progress from the same dashboard.

How to view your proposal status

You can edit the staff email content in GoProposal. This lets you add extra recipients when you send a proposal.

How to edit the staff email sent when a proposal is produced

Learn how to identify if a proposal emailed to a client has bounced in GoProposal.

How to check if a proposal email has bounced

You may want to send a proposal without an engagement letter, for example, when sharing your service offering with a prospect before a formal engagement. You can control which documents…

How to send a proposal without an engagement letter

Your client’s email provider may be filtering your emails to spam or promotions if it doesn’t reach their inbox. GoProposal includes a deliverability scoring system to identify and fix issues.

How to improve email deliverability

If a client hasn't signed their proposal or they missed the email, you can send an email reminder from the GoProposal dashboard.

How to send an email reminder for a proposal

Learn how to send a GoProposal proposal to more than one staff member or client.

How to e-mail a proposal to multiple staff members or clients

Sending Your Proposal

You can edit, duplicate, delete and send proposals from the GoProposal dashboard. You can also download PDFs and progress the proposal's status.

Managing your proposals

GoProposal stores all proposals and engagement letters in your proposal dashboard. You can download these documents for review, sharing, or printing at any time.

How to download or print a proposal or engagement letter

Each proposal in GoProposal includes detailed information such as client details, selected services, fees, emails, and an audit trail. You can view and manage these details from the proposal dashboard.

How to view your proposal details

You can quickly locate specific proposals or review performance over a set period using the search and filter options in your GoProposal dashboard.

How to filter and search for proposals

Duplicating existing items is the quickest way to create new templates or proposals with minor changes. You can duplicate line items, proposals, templates, and engagement letters from your GoProposal dashboard…

How to duplicate line items, templates, and proposals

You can view the email addresses linked to any proposal from your GoProposal dashboard. This includes the client and any additional signatories.

How to check email addresses for sent proposals

You can raise a proposal with a one-off price and no monthly services. GoProposal lets you view these totals easily from the dashboard or within the proposal details.

How to view one-off totals

GoProposal stores all proposals you create, whether sent or saved as drafts, in your proposal dashboard. If you can't find a proposal, follow these checks.

What to do if you can’t find a proposal

Learn how to hide version numbers (for example, v1, v2, v3) from client-facing proposals in GoProposal.

How to hide version numbers on proposals

Understand how draft proposals work in GoProposal. Learn how to make them live so clients can sign and accept them.

How to manage draft proposals

Discover How to export proposal data to a CSV file

How to export proposal data to a CSV file

You can export proposal and line item data from GoProposal to build custom reports and track revenue. Save exports as CSV files to store, share, and review easily.

How to export proposal and line item data

When a client accepts a proposal, GoProposal sends a confirmation email (the Wahoo email). If you don’t receive it, check the following areas to resolve the issue.

Not receiving the Wahoo email after proposal acceptance

How to identify and resolve common issues with client signatures on proposals in GoProposal, including email and link problems.

Troubleshooting client signature issues

Managing Your Proposals

Go to the Facebook GoProposal Group

Head to the GoProposal Terms and Conditions Page

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