GoProposal

GoProposal Hero
Silver
Price Consistently & Eliminate Scope Creep

About this App

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.

Cost (from)

US$75/month

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 Platforms

Integrations

Geographies Served

  • Australia

  • Canada

  • Ireland

  • New Zealand

  • South Africa

  • United Kingdom

  • USA

Offers by GoProposal

GoProposal logo

GoProposal: Get 30 days for free

Unlimited clients, unlimited proposals, all the features, all the support, cancel anytime, no credit card needed.

GoProposal logo

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).

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

Visit GoProposal

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

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