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.

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

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

Learn how proposal types work in GoProposal.

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

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

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

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

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

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

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

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

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

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.

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

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

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

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.