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GoProposal

By GoProposal
5 out of 5 stars
Confidently charge what you're REALLY worth. GoProposal enables accounting & bookkeeping businesses to price consistently, agree fees more confidently & to grow more profitably.
Rated
5.0
out of 5
Reviewed by
91
Xero users
Listed for
7 years
September 2017
Key functions
Invoicing and jobs

GoProposal can help your business

Overview

Key benefits: • PRICE CONSISTENTLY – & eliminate scope creep. Remove the guesswork with a systemised approach to pricing, that uses sophisticated calculations and a logic that your team will want to use, and your clients will understand.

• SELL MORE CONFIDENTLY– Agree on fees with your clients without any awkwardness, instantly in real-time and fully present your value in a professional proposal that reflects your brand.

• MINIMISE RISK – Generate fully compliant engagement letters in seconds and have them digitally & securely signed by one or more people. Import your own letters or use smart engagement letters from OverSuite®.

Details: • Create professional proposals & renewals in real time

• Professionally reflect your brand and values of your firm by easily editing text, adding professional imagery, client quotes, new sections to bring your services and brand to life.

• Tailor your templates for different client types and teams

• Automatically generate the most sophisticated engagement letters that can be sent signed and returned electronically within one system

• Define key dates in your engagement letters instantly to reduce the liability

• Get one or multiple e-signatures per proposal that are time, date & IP addresses stamped to meet the most stringent legal requirements

• Manage your clients and prospects in the Contact Hub to maintain a single source of truth for all your client data with live updates so you are able to make adjustments in real time.

• Demonstrate your app expertise with the AppsMap™

• Strengthen relationships with a collaborative client experience, that will actually strengthen the relationship

GoProposal
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GoProposal + Xero

Set your tax codes & sync your Account Codes from Xero to your Line Items in GoProposal. When you produce a proposal, we can pull existing contacts from Xero or GoProposal can create new ones.

When the proposal is accepted, the draft invoices are created in Xero for you to approve.

Reviews & ratings

5.0 out of 5 stars
91 Reviews

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Most recent reviews

DL
Dexter Lawrence
Posted 4 Sep 2023
5 out of 5 stars

Essential software to stop scope creep

Goproposal is a great product, it allows us to quote confidently and quickly knowing we are charging for everything. We can now make sure that a quote is sent out within an hour of an enquiry, by any of our team. This looks professional and demonstrates our expertise in the digital market. I can't imagine having to quote without it Goproposal now.
One person found this review helpful.
HR
Helen Rogers
Posted 23 Aug 2023
5 out of 5 stars

Transformative Software & Exceptional Support

GoProposal helped me focus on the pricing structure at Knutsford Admin Limited. The support webinars and motivational language used are encouraging. This is a software driven by passion and all the team enthuse that energy through to the customers. If you need to address pricing in your business and you need your team to all be on board, and smiling too, then do look at GoProposal.
KH
Kirsteen Hardie
Posted 19 Jun 2023
5 out of 5 stars

Great Product

It streamlines both the onboarding process, including the KYC, risk assessments for AML and the engagement letters. Allowing more time to focus on your clients' other needs.

Additional info

Functions

Invoicing and jobs

Industries

Accounting

App details

By GoProposal
Added in 2017

Countries

Australia, Canada, Ireland, New Zealand, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@goproposal.com

Contact

0161 711 0797

Follow

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Get started with GoProposal

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.