Price Consistently & Eliminate Scope Creep
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.
Email bounce notification
Service bundle templates (packages)
Dynamically populate engagement letters
Service item terms
Service type service terms
On acceptance of proposal
Alignment fee / pro-rata
Dynamic pricing calculation i
Edit price on proposal
Set monthly minimum fee
Follow up date (on proposal)
Future goal quote (on proposal)
Line item breakdown or total only
Service type sub totals
Proposal send and acceptance
Use template services
GoProposal Introduce Email Deliverability Scoring
GoProposal’s new email deliverability scoring system
GoProposal Launch Data Driven Pricing™
Pricing services just got a whole lot easier for Xero accountants with Data Driven Pricing™ by GoProposal.
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.
GoProposal Release Zapier Integration
GoProposal have launched their (long-awaited) Zapier integration!
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.
Turning App Confusion Into App Confidence
Are apps a cost-centre for you, rather than the profit centre they should be?
Your smart engagement letter suite is now ready…
OverSuite is live 🥳
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