GoProposal is designed to grow your revenue, improve your profitability, save your time and deliver more value to your clients. These are the Key Features that will help you to do that.
Use Logical Factors
Use logical factors to impact the fee such as Annual Revenue, No. of Staff, Quality of Record Keeping, No. of Transactions & Level of Service.
Easily layer up the pricing complexity of each service with different pricing types & multiple calculations so you never leave any money on the table.
Simple to Configure
GoProposal is simple to configure so you & your team can use it straight away without having to waste hours learning a complex system.
All Done For You
Your app is pre-filled with the services, descriptions & pricing methodologies as a starting point for you to add your pricing, edit & make work for you.
Agree Fees Together
GoProposal was specifically designed to make it easy for you to agree on fees with your clients, whilst you’re still with them, face-to-face or virtually.
Never Discount Again
If a client doesn’t want to pay the fee you show them, no problem, simply reduce the service level by adding those services to their roadmap for them to consider in the future.
Package Up Your Services
Create packages so you can quickly load in a set of services & service levels for different client types. These can then easily be tweaked on the fly.
If a client is happy and wants to sign-up on the spot, now they can. Our OnTheSpot™ Acceptance feature allows the client to sign the proposal DURING the meeting.
If you’re not producing the proposal DURING, then you’re wasting valuable time. GoProposal produces powerful proposals instantly.
Regular Fee Reviews
Carry fee reviews much faster and more frequently, by simply opening their previous proposal, tweaking & sending in seconds.
Designed to Convert
Our proposals have been expertly designed by leading sales experts to produce an elegant document that converts clients faster.
Produced with One Click
Why waste chargeable hours producing Letters of Engagement? GoProposal sends them out instantly for your client to read and approve. Done.
GoProposal automatically takes the correct base Letter of Engagement and adds the chosen service schedules, client, staff and key engagement information.
Upload multiple Letters of Engagement for your different client types with different intros, scopes and terms and conditions so you can set them and forget them.
Your LoEs can be digitally signed-off with a signature and check-box approval, that is time, date & IP address stamped to meet the most stringent legal requirements.
Insert multiple formats of your logo to appear throughout your app, proposals and letters of engagement.
Fonts & Colours
Choose from our selection of Google fonts & specify your exact colours to make sure you’re perfectly on brand.
Full Page Graphics
Insert full page graphics throughout your proposal too promote your brand, your team or key services. These can be different for different client types.
Weave testimonials or quotes throughout your proposal to improve your conversion rates. You can even specify different testimonials for different client types.
#6 SAFETY & SECURITY
Yours and your client’s data is protected by the highest standards of security we can provide.
All customer interaction with GoProposal servers is encrypted through the use of Extended Validation SSL using the strongest SHA-2 & 2048-bit encryption.
2 Factor Authentication
2FA strengthens account security, protects your account against unauthorized access and is SOC2 compliant for security, as audited by the American Institute of CPAs.
Your client’s data protection conforms to the highest standard of GDPR, stored securely in Amazon Data Centres in the UK (where the strictest rules apply.)
”GoProposal has transformed our practice and has given me the confidence to charge what we're really worth.Ann SpickettFounder of Total Accounting