GoProposal
About this App
GoProposal is a simple to use pricing and proposal tool that empowers accountants and bookkeepers to price consistently and profitably by helping convey value to the client.
The client-facing interface makes it easy to agree on fees with your clients whilst you’re meeting with them. A fully branded proposal and letter of engagement can be instantly produced and digitally signed, facilitating a smooth sign up experience for clients.
GoProposal’s letters of engagement are dynamically comprised of the exact information needed, as specified for each service selected in the proposal. You can upload multiple letters of engagement for your different client types with different intros, scopes and terms and conditions.
Cost (from)
US$75/month
Free Practice Subscription
Trial
30 day free trial, fully functional, no credit/debit card required
Partner Program
Support Channels
- Email
- Live Chat
- Online Help
- Phone
- Web Form
Mobile Platforms
- Android
- iOS
Accounting Platforms
Integrations
Accountancy Manager
Active Campaign
Capsule CRM
Dext Precision
GoCardless
Infusionsoft
Karbon
MailChimp
Senta
Slack
Trello
Zapier
Geographies Served
Australia
Canada
Ireland
New Zealand
South Africa
United Kingdom
USA
Industries
Categories
Offers by GoProposal
GoProposal: Get 30 days for free
Unlimited clients, unlimited proposals, all the features, all the support, cancel anytime, no credit card needed.
50% off any GoProposal Plan for 2 months
This will give any user signing up 50% off for 2 months from any GoProposal Plan (Only GoProposal product plan, not AML/OverSuite etc).
App features per category
Proposal & Quoting
Audit trail
Email bounce notification
Creating proposals
Service bundle templates (packages)
Service bundling
Engagement letters
Dynamically populate engagement letters
Service item terms
Service type service terms
Template terms
Invoice generation
On acceptance of proposal
Pricing proposals
Alignment fee / pro-rata
Dynamic pricing calculation i
Edit price on proposal
Pricing types
Monthly
One-off
Set monthly minimum fee
Proposal appearance
Apps Map
Branding
Brochure
Display sections
Follow up date (on proposal)
Future goal quote (on proposal)
Line item breakdown or total only
Service type sub totals
Proposal send and acceptance
Email templates
Online acceptance
Renewals
Duplicate proposal
Reporting
Dashboard
Data export
Setup
Use template services
Resources by GoProposal
- Webinars
How to Make a Profit with a Purpose: World-Saving Accounting with James Lizars
To show you how, we’ve joined forces with impact leader, James Lizars, to discuss how becoming a conscious, informed firm owner can boost your profits, while inspiring meaningful change in the world.26 Nov 24 - Webinars
How to re-price any client easily with GoProposal
A ‘how-to’ session with GoProposal8 Aug 24 - Webinars
How to streamline AML compliance into your accounting workflows with App of the Month GoProposal
Monday 15th July 2024 at 2pm (BST)15 Jul 24 - Blog
Accountex London 2024 Scavenger Hunt
Join in the fun! The App Advisory Plus Scavenger Hunt is for anyone to try - find all 12 bucks from our participating partners' stands for your chance to win!29 Apr 24 - Blog
“We’re Running a Successful Practice Because of GoProposal” – Gravitate Accounting
“We wouldn’t have grown to a firm of 11 people in just a couple years without it.” - Sam Newton, Gravitate8 Feb 24 - News
GoProposal go Silver with App Advisory Plus
Pricing and proposal tool GoProposal by Sage have renewed as a Silver partner with App Advisory Plus.16 Jan 24 - News
New feature announced: GoProposal AML
GoProposal has just launched a new Anti-Money Laundering (AML) system13 Dec 23 - Blog
GoProposal: Creating a self-driving firm, with Jonathan Gaunt.
In the 3rd of this 3-part series, Jonathan Gaunt explains how he's freed his time for big ideas by creating a self-driving firm.4 Oct 23 - Blog
How to Market Your Accounting Business Successfully from GoProposal
In the 2nd of this 3-part blog series, learn the Marketing psychology and strategy that will set your accounting businesses up for success.5 Sept 23 - Blog
What Successful Accounting Businesses Do Differently from GoProposal
In the first of this 3-part blog series, learn the Mindset that sets all successful accounting businesses apart from the rest.4 Sept 23 - Webinars
App of the Month: KYC to RKYC – Automate and Humanise your R(really)KYC Process with GoProposal
Join Will Farnell as he sits down with James Ashford of GoProposal, as well as customers Gavin and Claire to discuss the importance or REALLY knowing your customers.27 Jun 23 - News
8 Key GoProposal Features to Profitably Grow Your Accountancy Firm
Do you strive for your accountancy firm to stand out in an increasingly competitive market? The good news is, it’s possible. The better news is, it doesn’t entail as much manual labour as you might be dreading.12 Jun 23 - Blog
Ten Business Lessons Accountants Need to Know
10 lessons I learned as a business owner that accountants like you need to know too. Here they are in a nutshell…30 May 23 - Blog
The Entrepreneurs’ Enemy & How to Avoid it
There’s an enemy stopping you from reaching higher levels of success that you’ve probably never been told about before.30 May 23 - Blog
The Art of Letting Go for Business Owners
Are you using your time as a business owner to its full potential? Or can delegate more than you think to your team?30 May 23 - Blog
Combating Stress and Burnout in UK Businesses: Report
This year, searches for “work burnout” hit their highest peak in almost 20 years, and with tighter finances on the horizon and greater personal and professional stress to remain financially healthy, it is no wonder why.30 May 23 - Blog
Accounting with confidence through a cost-of-living crisis
GoProposal talked to member and successful accounting entrepreneur Cheryl Sharp, founder of Pink Pig Financials, about how she’s navigating her team through the cost-of-living crisis with unwavering confidence…30 May 23 - Blog
Accountants, here’s how to deal with difficult customers
Spoiler: You’re probably CREATING them in the first place30 May 23 - News
GoProposal Launch Data Driven Pricing™
Pricing services just got a whole lot easier for Xero accountants with Data Driven Pricing™ by GoProposal. - News
GoProposal Introduce Email Deliverability Scoring
GoProposal’s new email deliverability scoring system - News
GoProposal Launch Oversuite™
Oversuite™ is a suite of smart engagement letters that evolve with regulatory changes & auto-update in GoProposal for you, enabling you to meet the highest levels of risk and compliance standards. - News
Turning App Confusion Into App Confidence
Are apps a cost-centre for you, rather than the profit centre they should be? - News
How to integrate GoProposal with Pixie using Zapier
This article looks at how you can make use of GoProposal’s Zapier integration to automate the setup of jobs in Pixie practice management software. - News
Your smart engagement letter suite is now ready…
OverSuite is live 🥳 - News
GoProposal Release Zapier Integration
GoProposal have launched their (long-awaited) Zapier integration!
Some details on this page are subject to change. If you see something wrong please contact us here.
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