Templates & Emails

How to set up and configure your templates & emails

Jack Choppin avatar Danielle Fisher avatar Nuala Turnbull avatar +1
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.
Chloe Ward avatar
Written by Chloe Ward
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.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

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.
Jack Choppin avatar
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.
Jack Choppin avatar
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.
Danielle Fisher avatar
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.
Danielle Fisher avatar
Written by Danielle Fisher
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.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

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.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

Where do I edit the proposal introduction?

Learn where you can edit the proposal introduction in the proposal template settings.
Jack Choppin avatar
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.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

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.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

Add Full Page Graphics To Your Proposals

Make your proposals look amazing and include additional information for your clients
Jack Choppin avatar
Written by Jack Choppin
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.
Jack Choppin avatar
Written by Jack Choppin
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.
Jack Choppin avatar
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.
Danielle Fisher avatar
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.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

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
Nuala Turnbull avatar
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.
Danielle Fisher avatar
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.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago