GoProposal

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

Russell Henderson

Christine Johnston

Managing Your Proposals

Go to the Facebook GoProposal Group

Head to the GoProposal Terms and Conditions Page

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