GoProposal

Price Consistently & Eliminate Scope Creep

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$75.00/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

Accounting & Bookkeeping

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