Goproposal by sage
Accounting Proposal Software to Win Clients
30-day free trial
Full feature access
Easily cancel anytime
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Add AML to your GoProposal plan for as little as £30/month
Ready to meet the highest compliance standards with OverSuite®?
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.
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.
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.
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.
Included in all plans
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Unlimited clients
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Professional proposals
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Accredited training Access
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VIP support
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Consistent pricing system
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Free integrations
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Automated engagement letters
Solo
$75
per month / excl VAT
Start 30-day free trialAccess to all features
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5 Proposals
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1 User
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Optional add-ons, activate for free during the 30-day trial:
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GoProposal AML – KYC & Risk Assessments
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OverSuite – Smart Engagement Letter Suite
Basic
$120
per month / excl VAT
Start 30-day free trialAccess to all features
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10 Proposals
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1 User
-
Optional add-ons, activate for free during the 30-day trial:
-
GoProposal AML – KYC & Risk Assessments
-
OverSuite – Smart Engagement Letter Suite
Standard
$150
per month / excl VAT
Start 30-day free trialAccess to all features
-
50 Proposals
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2 Users
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Optional add-ons, activate for free during the 30-day trial:
-
GoProposal AML – KYC & Risk Assessments
-
OverSuite – Smart Engagement Letter Suite
Premium
$255
per month / excl VAT
Start 30-day free trialAccess to all features
-
Unlimited Proposals
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10 Users
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Optional add-ons, activate for free during the 30-day trial:
-
GoProposal AML – KYC & Risk Assessments
-
OverSuite – Smart Engagement Letter Suite
Frequently Asked Questions
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Price consistently, sell more confidently & minimise your risk
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