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 + 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.
Within your GoProposal app, it is a simple two clicks the apps are connected to provide a seamless experience.