Maximise the value you give to your clients AND get in return
Key features that make pricing and selling your services so simple
Pre-Loaded Prices & Services
To fast-track your success, we pre-load your app with the services and profitable pricing methodologies of leading accountancy firms who are succeeding today. This is a great starting point for you to then edit and amend and make work for YOUR business. Why reinvent the wheel?
Dynamic Pricing is a logical approach to pricing, which accountancy firms and their staff embrace. It comprises of complex calculations and is reflective of service level, turnover, quality of record keeping, No. of Transactions and other factors, making it transparent, fair and profitable.
GoProposal allows you to sit with the client and easily agree the fees in front of them, with client-facing menus of services. Client’s love this transparency, allowing you and your team to logically agree the fees, rather than sending the price later with your fingers crossed.
Automatically Generated Proposals & LoEs
Save time and wow your clients by automatically producing instant proposals, that look fantastic and structured to be highly converting. It also produces fully compliant Letters of Engagement, dynamically merging the correct base LoE, client data & chosen Service Schedules.
Digital Signatures with OnTheSpot™ Acceptance
You now have the power to get your clients to digitally & legally sign your Letters of Engagement, whilst they’re still in the meeting with OnTheSpot™ acceptance if they want to. Then redirect the client anywhere you want, such as to a payment page.
GoProposal seamlessly integrates with Xero & QuickBooks, generating the invoicing upon acceptance of the proposal, as well as triggering workflows in Karbon & Senta and payments in GoCardless. We also integrate with Infusionsoft, Mailchimp, Active Campaign & CapsuleCRM.