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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.

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

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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
80 Reviews
5 star(100%)
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1 star(0%)
JD
Jamie Dawes FCCA ACA
Posted
5 out of 5 stars

Biggest regret is we didn't start using sooner!

100% recommend using Go Proposal and also switching to their pricing methods and mindset. It's one of my biggest regrets that we didn't start using GP as soon as we came across it because we felt we were too small and didn't want the cost. I'm certain if we got started with it then it would have saved us huge amounts of time and pain, but also we would've been much more profitable, much sooner in our growth journey. I would recommend any Accountancy firm starting out to use GP from day 1.
NB
Nicky Bennett
Posted
5 out of 5 stars

Business changing

GoProposal brings consistency and confidence in pricing and engagement. Setting up takes a while to get right but it's well worth the time and effort to have a pricing system you can be confident in. Re-pricing is easy so scope creep quickly becomes a thing of the past.
FJ
Fiona Jones
Posted
5 out of 5 stars

Visibility

GP has really helped me charge for everything that I do, and charging that consistently to all my clients. The visibility it has given to existing and potential clients of exactly what services they are paying has been fantastic.

Additional info

App details

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

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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.