GoProposal

Russell Henderson

Jack Choppin

Nuala Turnbull

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

Engagement Letters

How to set up your letters of engagement in Go Proposal.

Set up Letters of Engagement

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

Understand how to format your Engagement Letters professionally

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

Use automatic numbering in your engagement letters

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

Where do I add my terms and conditions?

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

How to Setup Your Service Schedules

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

Apply Service Schedules to Sections

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

Where can I include my Privacy Notice?

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

Adding your agreement statements to your Engagement Letters

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

Amend the Schedule of Services Introductory Content

Setting Up Your Letter of Engagement (None OverSuite Users)

How to set up a key dates table to pull through to your engagement letter to include start dates, deadlines, and filing dates.

Key Dates

How to amend the introductory text and table headings for your Key Dates.

Edit the Key Dates introductory text and table headings

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

Add a partner or directors signature to your Engagement Letters

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

Assign Key People for your Organisation

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

How to request multiple signatures on your Engagement Letter

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

Set up your Letterhead Components

You can edit the footer text in your app settings.

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

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

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

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

How to customise the additional signatory email

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

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

Additional Features related to Engagement Letters

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!

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

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

How will my prospects/clients sign their engagement letter?

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

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

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

What are Service Schedules? Where can I find mine?

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

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

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

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

Letter of Engagement FAQs

Go to the Facebook GoProposal Group

Head to the GoProposal Terms and Conditions Page

Disclaimer

Find answers and get help from Intercom Support and Community Experts

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