GoProposal

Russell Henderson

Jack Choppin

Christine Johnston

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

Engagement Letters

GoProposal generates engagement letters in GoProposal when creating proposals. They include several key components.

Set up Letters of Engagement

When creating engagement letter templates in GoProposal, you can use built-in formatting tools to structure content clearly. This includes headings, bullet points, numbering, hyperlinks, and merge fields for automation.

How to format your Letters of Engagement

Discover how to automatically number and indent sections in your engagement letters using GoProposal.

How to use automatic numbering in engagement letters

You can configure T&Cs globally or at the template level in GoProposal. This allows you to apply standard terms across all engagement letters or tailor them for client agreements.

Where to add your terms and conditions (T&Cs)

Discover how to add and assign service schedules in GoProposal to ensure your engagement letters include the correct legal text.

How to set up service schedules

Learn how to apply service schedules to sections in GoProposal. You can apply them to groups of line items to avoid duplication in engagement letters.

How to apply service schedules to sections

Learn how to add your Privacy Notice to GoProposal so clients can authorise it when signing the engagement letter.

How to include your Privacy Notice in an engagement letter

Discover what agreement statements are in GoProposal. Learn how to add or edit them in your OverSuite engagement letters.

How to add agreement statements to your engagement letters

how to edit the heading and introductory text for the Schedule of Services section in your GoProposal engagement letters.

How to amend the Schedule of Services introduction content

Learn how to manage your engagement letter templates in GoProposal.

Customise and manage engagement letter templates

Setting Up Your Letter of Engagement (None OverSuite Users)

Understand how to configure Key Dates in GoProposal to include start dates, deadlines, and filing dates in your Engagement Letter.

How to set up and use Key Dates

The Key Dates feature in GoProposal helps you set expectations for deadlines. You can customise the introductory text and table headings to suit your terminology.

How to edit Key Dates introductory text and table headings

You can upload a signature for key people in your firm and configure GoProposal to include it in the confirmation section of engagement letters.

Add a partner or directors signature to Engagement Letters

Understand how to add and manage Key People in GoProposal. This means they'll appear in engagement letters and helps you meet compliance requirements.

How to assign Key People

Some organisations require more than one person to authorise an engagement letter. GoProposal’s multiple signature feature allows you to collect all required approvals.

How to request multiple signatures on an engagement letter

Learn how to add or edit letterhead components in your GoProposal engagement letters.

How to set up letterhead components in engagement letters

Learn how to add or edit footer text for engagement letters and proposals in GoProposal.

How to edit engagement letter and proposal footer text

Understand how to set different acceptance options for proposal templates in GoProposal. This includes signature, no signature, and no acceptance.

How to define acceptance options for proposals and engagement letters

Understand how to edit the email content sent to an additional signatory in GoProposal.

How to customise the additional signatory email

Learn how to customise Wahoo emails sent to clients and staff. GoProposal sends these when clients sign engagement letters or approve proposals.

How to edit Wahoo emails for signed or approved documents

Additional Features related to Engagement Letters

Understand why you must approve your letter of engagement in GoProposal and how to confirm it’s ready for use.

Why you need to approve your letter of engagement

Understand how prospects and clients sign engagement letters electronically in GoProposal. You can also track and manage signatures.

How prospects and clients sign their engagement letter

GoProposal provides two ways to confirm when a client signs a proposal: email notifications and the proposal dashboard. You can also track multiple signatures if required.

How to know when a client has signed their engagement letter

Understand what service schedules are in GoProposal and where they appear in your engagement letters.

What are service schedules and where to find them

The system sends the WAHOO email to the person who created the proposal when a client signs the engagement letter. You can add other staff members or a shared admin…

How to send the WAHOO email to multiple staff members

Understand the No Signature confirmation option in GoProposal engagement letters and how to configure its wording.

What is the No Signature confirmation in an engagement letter?

Letter of Engagement FAQs

Go to the Facebook GoProposal Group

Head to the GoProposal Terms and Conditions Page

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