Goproposal by sage

Accounting Proposal Software to Win Clients

capterra logo Xero logo Quickbooks logo
check-green

30-day free trial

check-green

Full feature access

check-green

Easily cancel anytime

check-green

No card details needed

Add AML to your GoProposal plan for as little as

Start your GoProposal plan from $75 per month

Prepare your proposals in minutes and earn what your really worth.

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.

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, and engagement letters

Over 60 service schedules

Included in all plans

  • Unlimited clients

  • Professional proposals

  • Accredited training Access

  • VIP support

  • Consistent pricing system

  • Free integrations

  • Automated engagement letters

Most Popular

Solo

$75

per month / excl VAT

Start 30-day free trial

Access to all features

  • tick

    5 Proposals

  • tick

    1 User

  • Optional add-ons, activate for free during the 30-day trial:

  • apps icon

    GoProposal AML – KYC & Risk Assessments

  • apps icon

    OverSuite – Smart Engagement Letter Suite

Most Popular

Basic

$120

per month / excl VAT

Start 30-day free trial

Access to all features

  • tick

    10 Proposals

  • tick

    1 User

  • Optional add-ons, activate for free during the 30-day trial:

  • apps icon

    GoProposal AML – KYC & Risk Assessments

  • apps icon

    OverSuite – Smart Engagement Letter Suite

Most Popular

Standard

$150

per month / excl VAT

Start 30-day free trial

Access to all features

  • tick

    50 Proposals

  • tick

    2 Users

  • Optional add-ons, activate for free during the 30-day trial:

  • apps icon

    GoProposal AML – KYC & Risk Assessments

  • apps icon

    OverSuite – Smart Engagement Letter Suite

Most Popular

Premium

$255

per month / excl VAT

Start 30-day free trial

Access to all features

  • tick

    Unlimited Proposals

  • tick

    10 Users

  • Optional add-ons, activate for free during the 30-day trial:

  • apps icon

    GoProposal AML – KYC & Risk Assessments

  • apps icon

    OverSuite – Smart Engagement Letter Suite

Frequently Asked Questions

How does the 30-day free trial work? Close
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.
What if I want to cancel? Close
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
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
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.
  • Strategy & Growth

The 1-3-12 Rule™: How to get paid for every ounce of work you do

When was the last time you reviewed your client fees? For many accountants, it’s a question that brings on a […]

  • Success-Shaping Features

AML Compliance: Essential Practices for Accountants

Anti-money laundering (AML) compliance is more critical than ever for accountancy practices. Regulatory expectations are rising, and with the stakes […]

  • Success-Shaping Features

AML Checks: Essential verification steps for Accountants.

Anti-money laundering (AML) compliance is a crucial responsibility for accountants. Effective AML processes ensure you meet legal obligations while safeguarding […]

  • Strategy & Growth

How to keep your client at the heart of every meeting with the GLOSS Method™

Guide your client meetings with the GLOSS Method™, a framework created by GoProposal to keep the focus on what matters […]

  • Strategy & Growth

Why repricing can transform your accounting firm’s growth

Why repricing can transform your accounting firm’s growth It’s easy to just focus on finding new clients when you’re thinking […]

  • Success Stories

How Bee Motion Accountancy transformed client relationships through repricing

How Bee Motion Accountancy transformed client relationships through repricing Bee Motion Accountancy recently implemented a repricing strategy that improved profitability […]

  • Strategy & Growth

Why purpose-driven accounting matters today

Why purpose-driven accounting matters today For years, accountants have debated whether to prioritise purpose or profit. The reality is it’s […]

  • Success Stories

Managing Scope Creep and Repricing: Lessons from Sarah Bedford at HMB Accountants

In a recent webinar, Sarah Bedford, Director at HMB Accountants, shared valuable insights into managing scope creep and repricing in […]

  • Success Stories

The Power of pricing: Stuart Hurst’s real-life approach to success

Pricing is often one of the most challenging aspects of running an accounting firm. Getting it right can mean the […]

  • Success Stories

How Cheryl Sharp’s Pink Pig Financials transformed pricing and team culture

Pricing is one of the most critical yet challenging aspects of running a business, and for Cheryl Sharp, founder and […]