GIVE MORE VALUE
TO YOUR CLIENTS

Maximise the lifetime value of your clients with the pricing & proposal software
that is helping leading accountancy firms to grow

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THE RESULTS USERS ARE GETTING

Discover the results other users are getting from GoProposal

 

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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.

Deep Integrations

Connect your GoProposal App with your Xero, QBO and Karbon for a seamless, integrated sales system, as well as Active Campaign, Mailchimp, Trello & Slack

Discover how the Xero integration works

Discover how the QBO integration works

Discover how the Karbon integration works

“I love waking up to signed proposals!
GoProposal makes it so easy for accountants
and their clients.”

 

Alasdair McGill

Co-Founder of Ashton Mcgill Accountants

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WHAT OUR CLIENTS SAY

Discover the benefits that our clients are enjoying

"In the four months we've been using GoProposal it has allowed us to increase our annual revenue by an additional £100k. Half of which has come from new clients and the other half has come from existing clients AND... I haven't produced a single proposal. My team now does them.
★★★★★
Paul Barnes Founder of My Accountancy Place
"So just met with an existing client for a fee review and they agreed to 3 x increase this year and moving up to 5 x their current price next year. So I'm really happy because it's more than I would have increased it without GoProposal and I can give more value to the client."
★★★★★
Marie Donaldson Founder of Quarry Accountancy
"I've just signed up a 1 director Ltd company for £626 +VAT per month, by far my largest every customer – not sure I would have ever priced in this way before. My largest was probably around the £300 mark – so a massive difference, and it feels awesome."
★★★★★
Nick Kay Founder of Pavilion Accountancy
"GoProposal is now the hub of my business. I have real comfort and confidence this system is being driven by the right person who's a sales and systems expert, not an accountant."
★★★★★
Martyn Hodgson Founder of Swirral Accountancy
The old ways don't work anymore and you need to fundamentally change. Using GoProposal we increased one client's fees from £2750 to £6250 and the way I see it, he's now receiving over double the value from us.
★★★★★
Martin Wardle Director at Robson Laidler
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