Overview
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.
About this app
£60
- Email
- Live Chat
- Online Help
- Phone
- Web Form
- Android
- iOS
- Active Campaign
- Capsule
- Dext Precision
- GoCardless
- Infusionsoft
- Karbon
- MailChimp
- Senta
- Slack
- Trello
- Zapier
- Australia
- Canada
- Ireland
- New Zealand
- South Africa
- United Kingdom
- USA
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
- News
GoProposal Introduce Email Deliverability Scoring
GoProposal’s new email deliverability scoring system
- 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 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
GoProposal Release Zapier Integration
GoProposal have launched their (long-awaited) Zapier integration!
- 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
Turning App Confusion Into App Confidence
Are apps a cost-centre for you, rather than the profit centre they should be?
- News
Your smart engagement letter suite is now ready…
OverSuite is live 🥳
Some details on this page are subject to change. If you see something wrong please contact us here.
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