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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.

Proposal and Quoting Features

  • 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
    • 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
Cost (from)
£60.00
Trial
30 day free trial, fully functional, no credit/debit card required
Free Practice Subscription
No
Partner Program
No
Accounting Software
QuickBooks Online, Xero
Data Sync
Real Time
Mobile OS Compatibility
No mobile app
Non-Accounting Integrations
Active Campaign, Capsule, GoCardless, Infusionsoft, Karbon, MailChimp, Senta, Slack, Trello, Xavier Analytics, Zapier
Head Office
Manchester (UK)
Offices
Manchester (UK)
Geographies Served
Australia, Canada, Ireland, New Zealand, South Africa, UK, USA
Support Channels
Email, Live Chat, Telephone, Web Form
Support Availability
24/7 support
Training
Self Guided, Vendor Led
Two Factor Authentication
Yes
App Category
Proposal and Quoting
Sector
Accounting and Bookkeeping

User ratings and reviews

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5 out of 5 stars

1 review

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What others are saying

  1. Keith Lesser

    Exceptional pricing and scope of services tool

    Keith Lesser

    GoProposal helps formulate quotes for new clients as well as carry out pricing reviews for existing clients. However the philosophy of the process goes far deeper and links around client objectives and what services as an accountant can be provided to best serve the client. James Ashford and his team run a brilliant facebook group with a lot of rich content, a great community and the GoProposal site complements this with many must see videos. Being part of GoProposal will improve all aspects of your accountancy business, plus introduce a clever tool for producing quotes in minutes and a standardised fashion which proves far more efficient.

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