GoProposal

Discover how to organise and edit your various proposal types.

An Overview of Proposal Templates

Find out how to edit a proposal template including the PDF content, e-mails and key settings.

How To Edit A Proposal Template

Discover how to control the content you want to appear in each proposal PDF, including graphics, testimonials and proposal sections.

How do I edit the Proposal PDF?

Edit the proposal name, type, minimum monthly fee and where they are redirected to.

Control Your Key Proposal Settings

Learn how proposal types work in GoProposal.

What is a Proposal Type? Can I change the name?

Discover how you can set different minimum monthly fees for different proposals you're sending out.

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

In GoProposal, you can specify whether or not you'd like to send over a letter of engagement with your proposal. Here's how.

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

Learn how you redirect your clients elsewhere when your engagement letter has been accepted or signed.

Redirect a prospect or client to your web page when your proposal has been accepted.

Learn where you can edit the proposal introduction in the proposal template settings.

Where do I edit the proposal introduction?

The roadmap section enables you to recommend services to your client for the future and helps you confidently handle objections around fees.

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

Discover where you can control and edit the please note section and switch the annual revenue or switch the annual revenue range table off.

Where do I edit the please note section in my Proposal?

Make your proposals look amazing and include additional information for your clients

Add Full Page Graphics To Your Proposals

Prove the value you can provide to your prospects with well placed testimonials from existing clients.

How To Insert Testimonials Into Your Proposals

Every proposal you create will be sent via e-mail to your clients and staff members. Here's how to configure what these  say.

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

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.

Where do I edit the What Happens Next section?

Discover how you can preview the changes you have made to a proposal template.

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

How to ensure work items are not created in Karbon based on the Proposal Template you select

How To Disable Karbon Work Items Per Proposal Template

Merge fields minimise the admin work required from you and your team by automatically pulling key information through to your documents.

Understand what merge fields are and how to use them

Learn what to do if you have tweaked any aspect of your proposal or letter of engagement but can't see these changes in your proposal.

I have made changes to my templates but these are not pulling through to my proposal.

How to edit your Wahoo emails within your Proposal Templates

How To Customise Your Wahoo Emails on your Proposal Templates

Danielle Fisher

Jack Choppin

Nuala Turnbull

How to set up and configure your templates & emails

Templates & Emails

Go to the Facebook GoProposal Group

Head to the GoProposal Terms and Conditions Page

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