Goproposal by sage

Accounting Proposal Software to Close Deals

If you’re an accountant trying to win new clients – we make it easy to price and produce proposals to help you secure new clients.

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30-day Free Trial

Full Feature Access

Easily Cancel Anytime

No Card Details Needed

Why GoProposal?

GoProposal offers tailored features for professional services, streamlining proposal creation, pricing, and client management. Its user-friendly interface, customizable templates, and pricing calculators save time, enhance efficiency, and elevate professionalism, driving growth for businesses in the industry.

Proposals are your firm's chance to leave a lasting impression on a prospect. Making sure they’re clear, concise, professional in design and reaches stakeholders in a timely manner. Don’t settle inflexible templates, save time in your business and create unique and consistent proposals at the click of a button.

Simplify client engagement

Pricing should be defined at the practice level, not by individual partners. Inconsistency in your pricing across your practice ultimately ends up eroding your profitability. Using GoProposal’s Core Pricing Matrix to set up your pricing means you’re consistent with every price, for every service you offer a prospect.

Meet the highest compliance standards

Whether you’re building a proposal with your client or creating a proposal to send out to a client, customizable branding is important. It helps speak to the ethos and values that you’re selling and brings your practice to life. As an accountant or bookkeeper, you're not just selling your services, you're selling the value you can bring to that client, branding allows you capture that identity.

Selling is helping people. With GoProposal, you’re showing prospects what services they need based on what they’ve advised. With a few clicks within the app, you can show them the price and produce a proposal within minutes. A price and proposal that they built right there with you going through step by step.

Make informed decisions

GoProposal is a cloud enabled software service. Access your account anytime from any browser or location and login to access and process any outstanding actions relating to your firms proposals, engagement letters or KYC, Risk Assessment, AML Checks.

Over 60 service schedules
Add AML to your GoProposal plan for as little as

Add AML to your GoProposal plan for as little as £30/month

Ready to meet the highest compliance standards with OverSuite®?

Beverley Sydney | Director

"GoProposal helps me and my clients understand that the value I offer should be paid for."
My annual prices have become my monthly prices as I now understand that the value I offer should be paid for thanks to GoProposal.

Nothing beats helping clients along their journey of building economic independence. GoProposal allows me to be mechanical about my prices and understand that the value I offer should be paid for.

Will Farnell | Founder, Farnell Clarke

“GoProposal was a massive step forward for us”
We used to fall into the trap that most accountancy firms fall into, in that we used to over-service and undercharge our clients. GoProposal has enabled us to have the right conversations with our clients to give them the most value we possibly can and it ensures we do it profitably.

Frequently Asked Questions

How does the 30-day free trial work? Close Open
Your free trial lasts 30 days. You get all the features of GoProposal to make sure it’s a good fit for your firm. At any point of your free trial period, you are able to activate your account by entering your card details.
Does this work in different countries? Close Open
GoProposal is a global product and is used in the United Kingdom, Ireland, USA, Canada, Australia, New Zealand, South Africa and Norway…. among others. All settings and pricing can be configured to meet your exact requirements and legislations. Oversuite and AML are exempt from this as they are United Kingdom focused.
What if I want to cancel? Close Open
You can cancel whenever you like. If you haven’t activated your account and your free trial expires, then there’s nothing to do, it will cancel automatically. If you’re a paying member, click cancel and submit the cancellation form on the site then your payments stop straight away.
Am I tied into a contract? Close Open
Absolutely not. GoProposal works on a monthly subscription basis tied into no contracts giving you the ultimate freedom.
Are my card details securely taken? Close Open
We use Stripe to process all card payments which operates the most stringent level of compliance certification available in the payments industry. They make use of best-in-class security tools and practices to maintain a high level of security. GoProposal does not store any card data and our website is secure.
Does this price include VAT? Close Open
All prices in the above pricing table exclude VAT