The Letter of Engagement

Learn how you will construct your letters of engagement and configure the related settings

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22 articles in this collection
Written by James Ashford and Danielle Fisher
Setting Up Your Letter of Engagement

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

Understand how you can
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Written by Danielle Fisher
Updated this week

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.
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Written by James Ashford
Updated over a week ago

How to Set Up and Edit Your Letter of Engagement Templates

Your letters of engagement will differ for different entities, so the first thing you will want to do is set up your different templates.
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Written by Danielle Fisher
Updated over a week ago

How to Import Your Service Schedules

Service schedules form a crucial part of the letter of engagement. Learn how to import these into Go Proposal.
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Written by Danielle Fisher
Updated over a week ago

Adding Service Schedules at a Section Level

Discover how you can add apply service schedules to sections or groups of line items, as opposed to individual line items.
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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.
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Written by Danielle Fisher
Updated this week

Configuring Your Universal Content for Your Letter of Engagement

Learn what universal content in your letter of engagement is and how to set it up.
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Written by Danielle Fisher
Updated over a week ago

Numbering In Your Letter of Engagement

Discover how you can automatically number and indent different sections within your letter of engagement.
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Written by Danielle Fisher
Updated over a week ago
Your Questions Answered

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

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.
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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.
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Written by Danielle Fisher
Updated over a week ago

Where do I edit the confirmation section of my Letter of Engagement?

Learn how you can choose which documents you send over to a client.
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Written by Danielle Fisher
Updated over a week ago