The Letter of Engagement

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

James Ashford avatar Danielle Fisher avatar
16 articles in this collection
Written by James Ashford and Danielle Fisher
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.
Danielle Fisher avatar
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.
Danielle Fisher avatar
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.
Danielle Fisher avatar
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.
Danielle Fisher avatar
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.
Danielle Fisher avatar
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.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago