GoProposal

Discover what proposal templates are in GoProposal and how to manage them effectively.

An overview of proposal templates

Find out how to edit a proposal template in GoProposal, including PDF content, email wording, and key settings.

How to edit a proposal template

Discover how to customise the content of your proposal PDF in GoProposal, including graphics, testimonials, and text sections.

How to edit the proposal PDF

Before sending, make sure you've correctly configured your templates in GoProposal. The settings include the proposal name, type, minimum monthly fee, and which documents to send.

How to control key proposal settings

Learn what proposal types are in GoProposal, where they appear, and whether you can change their names.

What is a proposal type and can I rename it?

Discover how to apply different minimum monthly fees to individual proposal templates in GoProposal.

How to set different minimum monthly fees for proposal templates

Understand how to choose whether to send a proposal only or a proposal with a letter of engagement in GoProposal.

How to specify which documents to send to your client

Discover how to redirect clients to a specific web page after they accept a proposal or engagement letter in GoProposal.

How to redirect clients after proposal acceptance

Learn how to update the introduction text in your proposal templates in GoProposal.

How to edit the proposal introduction

Learn about the roadmap section in GoProposal proposals, how to add services to it, and how to edit its features.

What is the roadmap section and how to edit it

Discover how to edit the Please Note section in GoProposal and manage the revenue and key dates table.

How to edit the Please Note section in your proposal

Full-page graphics make your proposals visually appealing and informative. You can add up to three graphics to any proposal template for branding or extra content.

Add full page graphics to proposals

Understand how to add client testimonials to your proposal templates in GoProposal to build trust and demonstrate value.

How to add testimonials to your proposals

Understand how to customise the email content sent to clients and staff in GoProposal.

How to edit the proposal email sent to clients and staff

Understand how to edit the What Happens Next section in GoProposal to outline the next steps for your clients.

How to edit the What Happens Next section in proposals

Discover how to preview updates to your proposal templates in GoProposal before sending them to clients.

How to preview changes made to a proposal template

Understand how to prevent GoProposal creating Karbon work items for specific proposal templates.

How to disable Karbon work items for a proposal template

Discover what merge fields are in GoProposal and how to use them to automate key information in your proposals and emails.

What merge fields are and how to use them

When you edit a proposal or engagement letter template, changes don't automatically apply to existing proposals. You can either duplicate the proposal or manually refresh the template to include updates.

Why template changes aren’t appearing in your proposal

Discover how to edit Wahoo email content for specific proposal templates in GoProposal.

How to customise Wahoo emails in your proposal templates

Russell Henderson

Jack Choppin

How to set up and configure your templates & emails

Templates and emails

Go to the Facebook GoProposal Group

Head to the GoProposal Terms and Conditions Page

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