GoProposal Hero

GoProposal

Gold
goproposal.com

Price Consistently & Eliminate Scope Creep

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

Cost (from)

£60

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
    android icon
  • iOS
    ios icon
Accounting Integrations
Geographies Served
  • 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

Some details on this page are subject to change. If you see something wrong please contact us here.

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