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Templates & Emails
How to set up and configure your templates & emails
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19 articles in this collection
Written by
Jack Choppin,
Danielle Fisher,
Nuala Turnbull
and 1 other
An Overview of Proposal Templates
Discover how to organise and edit your various proposal types.
Written by
Chloe Ward
Updated this week
How To Edit A Proposal Template
Find out how to edit a proposal template including the PDF content, e-mails and key settings.
Written by
Danielle Fisher
Updated this week
How 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.
Written by
Jack Choppin
Updated over a week ago
Control Your Key Proposal Settings
Edit the proposal name, type, minimum monthly fee and where they are redirected to.
Written by
Jack Choppin
Updated over a week ago
What is a Proposal Type? Can I change the name? Eg. renewal/extra work order/proposal
Learn how proposal types work in GoProposal.
Written by
Danielle Fisher
Updated this week
How do I set a different minimum monthly fee for different templates?
Discover how you can set different minimum monthly fees for different proposals you're sending out.
Written by
Danielle Fisher
Updated this week
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.
Written by
Danielle Fisher
Updated this week
Redirect a prospect or client to your web page when your proposal has been accepted.
Learn how you redirect your clients elsewhere when your engagement letter has been accepted or signed.
Written by
Danielle Fisher
Updated this week
Where do I edit the proposal introduction?
Learn where you can edit the proposal introduction in the proposal template settings.
Written by
Jack Choppin
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.
Written by
Danielle Fisher
Updated this week
Where do I edit the please note section in my Proposal?
Discover where you can control and edit the please note section and switch the annual revenue or switch the annual revenue range table off.
Written by
Danielle Fisher
Updated this week
Add Full Page Graphics To Your Proposals
Make your proposals look amazing and include additional information for your clients
Written by
Jack Choppin
Updated this week
How To Insert Testimonials Into Your Proposals
Prove the value you can provide to your prospects with well placed testimonials from existing clients.
Written by
Jack Choppin
Updated this week
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.
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.
Written by
Danielle Fisher
Updated this week
How do I preview changes I have made to my templates?
Discover how you can preview the changes you have made to a proposal template.
Written by
Danielle Fisher
Updated this week
How To Disable Karbon Work Items Per Proposal Template
How to ensure work items are not created in Karbon based on the Proposal Template you select
Written by
Nuala Turnbull
Updated over a week ago
Understand what merge fields are and how to use them
Merge fields minimise the admin work required from you and your team by automatically pulling key information through to your documents.
Written by
Danielle Fisher
Updated over a week ago
I have made changes to my templates but these are not pulling through to my proposal.
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.
Written by
Danielle Fisher
Updated this week