Engagement Letters

Set up your Engagement Letters so you can start sending these with your proposals.

25 articles in this collection
Written by Jack Choppin, Danielle Fisher, and Nuala Turnbull

Setting Up Your Letter of Engagement (None OverSuite Users)

How To Setup Your Letters of Engagement

Follow this three step process to learn how to set up your letters of engagement in Go Proposal.

Written by Jack Choppin
Updated over a week ago

Understand how to format your Engagement Letters professionally

Learn how you can use merge fields, links and bullets or numbering to format your letter of engagement.

Written by Danielle Fisher
Updated over a week ago

Use automatic numbering in your engagement letters

Discover how you can automatically number and indent different sections within your letter of engagement.

Written by Danielle Fisher
Updated over a week ago

Where do I add my terms and conditions?

Learn where you can add your terms of conditions into GoProposal so they are included within your letter of engagement.

Written by Danielle Fisher
Updated this week

How to Setup Your Service Schedules

Service schedules form a crucial part of the letter of engagement. Learn how to add yours into GoProposal.

Written by Danielle Fisher
Updated over a week ago

Apply Service Schedules to Sections

Discover how you can add apply service schedules to sections or groups of line items, as opposed to individual line items.

Written by Danielle Fisher
Updated over a week ago

Where can I include my Privacy Notice?

In GoProposal, you can have your Privacy Notice signed as part of the overall engagement letter. Here's how.

Written by Danielle Fisher
Updated over a week ago

Adding your agreement statements to your Engagement Letters

Agreement Statements form the close to your Engagement Letter before you take your clients signature. Here's how you can amend/add these in.

Written by Danielle Fisher
Updated this week

Amend the Schedule of Services Introductory Content

The Schedule of Services forms a key part of your Engagement Letter.. but you might want to call this section something else.

Written by Danielle Fisher
Updated over a week ago

What is the Key Dates feature? How do I set this up?

Understand how you can set up a key dates table to pull through to your engagement letter to include start dates, deadlines & filing dates.

Written by Danielle Fisher
Updated over a week ago

How do i edit the Key Dates introductory text and table headings?

Understand how you can

Written by Danielle Fisher
Updated over a week ago

Add a partner or directors signature to your Engagement Letters

Learn how you can include a directors signature within the confirmation section of your engagement letters.

Written by Danielle Fisher
Updated over a week ago

Assign Key People for your Organisation

Understand how to add all directors/partners/auditors of your firm into GoProposal so that they can appear in your engagement letters.

Written by Danielle Fisher
Updated over a week ago

How to request multiple signatures on your Engagement Letter

Sometimes you may need more than one person to sign an engagement letter on behalf of an organisation . Here's how you do this.

Written by Danielle Fisher
Updated over a week ago

Set up your Letterhead Components

Understand how to include your footer, professional body legend and a list of key people in your Engagement Letters.

Written by Danielle Fisher
Updated over a week ago

How do I edit the engagement letter and proposal footer text?

You can edit the footer text in your app settings.

Written by Jack Choppin
Updated over a week ago

Define the acceptance options for your documents eg. signature/no signature

Decide how your clients will approve different types of proposals and engagement letters and whether or not a signature is required.

Written by Danielle Fisher
Updated over a week ago

How to customise the additional signatory email

Where to edit the email content that is sent to an additional signatory

Written by Nuala Turnbull
Updated over a week ago

Control the Wahoo e-mails that get sent when your documents are signed or approved

Choose what the emails say and who they go to when your Letter of Engagement gets signed or proposal is approved.

Written by Jack Choppin
Updated over a week ago

Letter of Engagement FAQs

Why do I need to approve my letter of engagement in GoProposal?

You'll see an approval tab at the top of your Letter of Engagement page. Use this once you're confident the content is ready to go!

Written by Danielle Fisher
Updated over a week ago

How will my prospects/clients sign their engagement letter?

Learn the process your clients will follow when they sign their engagement letter.

Written by Danielle Fisher
Updated over a week ago

How will I know when my client has signed their letter of engagement?

We will notify you and any specified team members when your client has signed their engagement letter.

Written by Danielle Fisher
Updated over a week ago

What are Service Schedules? Where can I find mine?

Understand what we mean by service schedules in GoProposal and where you can find these in your letter of engagement.

Written by Danielle Fisher
Updated over a week ago

How can I send the 'WAHOO' e-mail to more than one staff member?

Team members who create proposals will be sent confirmation of signed letters of engagements. You can include other staff in this e-mail.

Written by Danielle Fisher
Updated this week

What is the no signature confirmation in the letter of engagement?

In GoProposal, you can have two confirmations in your letter of engagement. One that requires a signature and one that doesn't.

Written by Danielle Fisher
Updated over a week ago