Proposal Templates

Construct the perfect proposal to wow your clients and convince them to sign

James Ashford avatar Jack Choppin avatar Danielle Fisher avatar
20 articles in this collection
Written by James Ashford, Jack Choppin, and Danielle Fisher

What is a Proposal Type? Can I change the name? Eg. renewal/extra work order/proposal

Learn how proposal types work in GoProposal.
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Written by Danielle Fisher
Updated over a week ago

How do I set a different minimum monthly fee for different proposal templates?

Discover how you can set different minimum monthly fees for different proposals you're sending out.
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Written by Danielle Fisher
Updated over a week ago

Redirect your client to your website when your proposal has been accepted.

Learn how you redirect your clients elsewhere when your engagement letter has been accepted or signed.
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Written by Danielle Fisher
Updated over a week ago

What is the roadmap section? How do I edit the features?

The roadmap section enables you to recommend services to your client for the future and helps you confidently handle objections around fees.
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Written by Danielle Fisher
Updated over a week ago

Sending proposal documents to your clients as links or attachments.

To improve e-mail deliverability, we recommend sending proposals and engagement letters as links however you can override these defaults.
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Written by Danielle Fisher
Updated over a week ago

An Overview of Proposal Templates

Discover what they are and how to organise your different proposal types.
James Ashford avatar
Written by James Ashford
Updated over a week ago

Where do I edit the please note section?

Discover where you can control and edit the please note section and switch the annual revenue or switch the annual revenue range table off.
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Written by Danielle Fisher
Updated over a week ago

How To Edit A Proposal Template

Find out how to edit a proposal template including the PDF content, e-mails and key settings.
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Written by Danielle Fisher
Updated over a week ago

Control Your Key Proposal Settings

Control the proposal name, type and where they redirect to.
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Written by James Ashford
Updated over a week ago

How do I send a proposal to more than one staff member?

Every proposal you create gets sent to your clients and staff members. Here's how you can send this to more than one member of staff.
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Written by Danielle Fisher
Updated over a week ago

Where do I edit the Proposal PDF?

Discover how to control the content you want to appear in each proposal PDF, including graphics, testimonials and proposal sections.
James Ashford avatar
Written by James Ashford
Updated over a week ago

Where can I specify which documents to send to my client?

In GoProposal, you can specify whether or not you'd like to send over a letter of engagement with your proposal. Here's how.
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Written by Danielle Fisher
Updated over a week ago

Where do I edit the proposal introduction?

You can edit the proposal introduction in the proposal template settings.
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Written by Jack Choppin
Updated over a week ago

Where do I edit the What Happens Next section?

You can edit the what happens next section in your proposal so that it is on point with how you need to work with your clients.
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Written by Danielle Fisher
Updated over a week ago

How do I edit the service descriptions in my proposal?

Learn how you can edit the service descriptions that appear in your proposals.
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Written by Danielle Fisher
Updated over a week ago

How do I preview changes I have made to my proposal templates?

Discover how you can preview the changes you have made to a proposal template.
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Written by Danielle Fisher
Updated over a week ago

Where do I edit the proposal e-mail that gets sent to my client and staff?

Every proposal you create will be sent via e-mail to your clients and staff members. Here's how to configure what these say.
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Written by James Ashford
Updated over a week ago

How To Insert Testimonials Into Your Proposals

Prove the value you can provide to your prospects with well placed testimonials from existing clients
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Written by James Ashford
Updated over a week ago

Add Full Page Graphics To Your Proposals

Make your proposals look amazing and include additional information for your clients
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Written by James Ashford
Updated over a week ago

Choose Your Fonts

Set the fonts which appear throughout the proposal and letter of engagement.
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Written by James Ashford
Updated over a week ago