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.
Free Practice Subscription
30 day free trial, fully functional, no credit/debit card required
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).
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
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Accountants, here’s how to deal with difficult customers
GoProposal Launch Data Driven Pricing™
GoProposal Introduce Email Deliverability Scoring
GoProposal Launch Oversuite™
Turning App Confusion Into App Confidence
How to integrate GoProposal with Pixie using Zapier
Your smart engagement letter suite is now ready…
GoProposal Release Zapier Integration
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