HOW YOU WILL BENEFIT
There are hundreds of benefits to using GoProposal. Here are just 3.
STOP LOSING MONEY
Many accountants don’t charge enough, don’t charge for everything they do and don’t adjust their fee as their clients grow. GoProposal’s Watertight Pricing™ will make sure you never leave money on the table again.
SELL MORE SERVICES
Accountants often fail to maximise the value of existing clients, because agreeing fees, producing Proposals and creating Letters of Engagement take too much time. GoProposal does all this in under 3 minutes.
MAKE LIFE SIMPLER
Accountants rarely enjoy selling. GoProposal takes all of the effort, emotion and guesswork out of selling and replaces it with a logical process your entire team can use, which makes life simpler for everyone.
WHAT YOU'LL BE ABLE TO DO
Sign new clients up faster and give more value to existing clients
1. Configure Complex Pricing
Configure the exact pricing you want to charge for your services. Add layers of variations, charge based on their revenue and build in whatever level of complexity you need.
2. Easily Agree Fees
Easily agree fees whilst you’re sat with your prospects and clients. This speeds up the sales process & allows them to comfortably choose to buy more from you.
3. Produce Instant Proposals
Produce instant proposals that look fantastic, contain all the information your clients need to make a decision and has been psychologically designed to improve conversion rates.
4. Auto-Generate Letters of Engagement
Dynamically generate Letters of Engagement with one click, which automagically pulls through your Scope, Terms & Conditions and all the Service Schedules for the specific services chosen in the proposal.
5. Digital Signatures
Get your new client to sign-off your Letter of Engagement digitally and legally with a real signature. They also require a check box to be selected, being time-stamped, date-stamped and IP Address-Stamped.
6. Trigger Your Onboarding
Redirect your new client straight into your onboarding process and notifying your team via email. You can also trigger off automation in CRMs such as Infusionsoft, Trello, Capsule and Slack.
Fully Integrated with Xero
Connect your GoProposal App with your Xero App for a seamless, integrated sales system
TAKE A QUICK TOUR
Discover the full power of GoProposal for your firm
WHAT OUR CLIENTS SAY
Discover the benefits that our clients are enjoying
"THE BEST PRODUCT ON THE MARKET"
Phil Ellerby | Founder of Northern Accountants
BEHIND THE SCENES
Here’s a sneak preview of what you’ll get when you sign up
Welcome To Your Dashboard
The GoProposal dashboard and admin area have been intuitively designed for busy accountants to navigate easily, so they can quickly configure their settings. You can easily…
- Add new services and make the pricing work for your firm
- Add Team Members who can produce proposals
- Configure exactly what you want it to say in your proposal
- Create packages of your most valuable services
Ready To Rock Out Of The Box
GoProposal comes out of the box, fully configured and ready to use. Just tweak the services to fit your offering, upload your logo and paste your Letter of Engagement in there and you’re ready to rock!!!
One-to-One CoPilot Calls
All users of GoProposal receive one-to-one online coaching to help you rapidly configure your app and get you using it fast. What if you need more? No problemo. We’re on your team.
World Class Support
There are training videos throughout your app, showing you exactly what to do. There’s a help section, active support forum and support tickets, all managed by our world class support team.
30 Days Free Trial
We give you a 30 day free trial to help you prove the full benefit of GoProposal for your firm. This gives you access to ALL the features so you can actually configure your pricing, generate proposals, sign new clients up and agree on higher fees.
Download The 7 Pricing Strategies of the Most Profitable Accountants
Discover how to price more profitably, end the chaos and serve your clients better.
WHAT WE BELIEVE
“We don’t believe fees should be agreed in FRONT of the client. We believe they should be agreed SHOULDER TO SHOULDER with them. GoProposal was designed for you to plan the road ahead with your clients so you can maximise the lifetime value you’re able to give and receive and…. to make this whole process as simple as possible so you can focus on the value you’re giving rather than the technology you’re using.”