PRICING, PROPOSALS & SIGN-UP
LIKE NEVER BEFORE
Price more profitably, give more value and sign-up clients in minutes with the only FULLY
automated pricing & proposal software, that is helping progressive firms to grow at pace
- It is pre-loaded with the services & pricing strategies of high-achieving firms as a starting point for you to edit
- Fully configurable to achieve the exact pricing you want
- Add unlimited services & present them in a clear menu
- Agree fees in front of your clients with confidence, for the services they need now & in the future
- Ensures you get paid for ALL the services you provide
- Handles catch-up fees for mid-year sign-ups
- Simple & logical for your entire team to use
- Produce instant Proposals, fully branded with logos, colours, full-page graphics, testimonials & more
- Auto-generate fully compliant Letters of Engagement
- Digital sign-off of both Proposal & LoE
- Sign-up clients straight away in the proposal meeting
- Automatically generate the invoicing in Xero
- Personal one-to-one VIP support
- Free access to our private Facebook Group
- Used by hundreds of progressive firms
- Recently voted the leading proposal software for accountancy firms in an independent review. Read it here >>
THE RESULTS USERS ARE GETTING
Discover the results other user’s are getting from GoProposal
“I love waking up to signed proposals!
GoProposal makes it so easy for accountants
and their clients.”
Co-Founder of Ashton Mcgill Accountants
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
Download The 7 Pricing Strategies of the Most Profitable Accountants
Discover how to price more profitably, end the chaos and serve your clients better.