GoProposal

Discover where and how you can manage your proposals.

Where can I manage my proposals? (View details, edit, duplicate, delete & send)

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.

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.

Learn how you can bring up a specific group of proposals using the filter bar.

You can duplicate core templates and line items in GoProosal.

Find out how you can find the e-mail address for a client and any additional signatories you have sent a proposal to.

Where to view your One-Off totals from a draft/live/won Proposal

Learn what to do if you can't find a proposal you previously sent out or saved as a draft.

When you create and send out multiple versions of your proposal, you may want to hide the version numbers from your client.

Discover how you can export lists of your proposals to a CSV file containing all of the key information.

What to do if you have a proposal accepted but you haven't received the Wahoo email

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

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