Integrate GoProposal with Dext Precision

Start 30-day free trial Book a Demo

Access client data in real time

Automate your data collection with GoProposal and Dext Precision. All you have to do is generate your Dext API token within Dext and paste it into GoProposal.

Capture client data in GoProposal

Start building proposals with client data pulled directly from Dext Precision. Every time you build out a proposal, you can strengthen your client conversations with data such as:

  • Health Scores
  • Annual Revenue
  • Monthly Bank Transactions
  • Monthly Credit Notes
  • Monthly Sales Invoices

Position the data where you need it most

Give your team total confidence when quoting a client by assigning client activity data to different line items, and even to different options within a line item. Remove ambiguity and ensure your team can quote a client with complete accuracy.

How to Get Started with GoProposal & Dext Precision

Getting started with GoProposal and Dext Precision is simple and connecting the two platforms is fast because of our innate integration

1

Connect

Head to Settings > Integrations > Dext Precision Integration and add the API Token. To find your API Token within Dext Precision, head to Your Settings > API, name your API Token and select ‘create’. Choose ‘copy to clipboard’ and paste into the Integrations page on GoProposal.

2

Configure Your Data

Select how often you’d like to apply your monthly averages for each Proposal Template type. This can be done for the past 3 or 12-month period.

3

Setup Your Line Items

Select Configure > Line Items > ‘Edit Line’ beside any of your line items. From here, select the Integrations tab, and turn the toggle ‘on’ so that activity metrics can be configured in the Pricing section. After the toggle has been switched on, select the ‘pricing’ tab and select a Global Activity Metric to pull through from the drop-down list.

4

Start Using Activity Metrics

Start shaping your client proposals with the use of Dext Precisions Global Activity Metrics. Apply the metrics to dropdowns such as the Annual Revenue Range to ensure it’s accurate. P.S Make sure the client and client data exist in Dext Precision before searching it in GoProposal.

free trial

Activate your free trial now

Price consistently, sell more confidently & minimise your risk

Start 30-day free trial
video

Watch a Short Demo

Discover the power of GoProposal's three key features in a brief, insightful demo.

Watch a demo
ideas

Resources Centre

Transformative education and training for your accounting business.

Browse the resources
  • 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 […]
  • Success Stories

How Jordan Smith at AG Smith & Co Uses Risk Assessments and AML to Elevate Client Relationships

In a recent webinar, Jordan Smith, Operations Director at AG Smith & Co, shared his unique approach to transforming the […]
  • Success Stories

How Reza Hooda’s Walji & Co Optimizes Onboarding for Client Satisfaction

In a recent session at the Elevate Summit, Reza Hooda, founder of Walji & Co, shared his approach to onboarding […]
  • Success Stories

“We’re Running a Successful Practice Because of GoProposal” – Gravitate Accounting

“We wouldn’t have grown to a firm of 11 people in just a couple years without it.” Sam Newton Gravitate […]
  • Leadership

What successful accounting businesses do differently

There’s so much negativity we can choose to expose ourselves to. The news will tell us all the businesses that […]
  • Leadership

How to Effectively Manage your Accounting Practice

Jonathan Gaunt, founder of FD Works is no stranger to entrepreneurship.

With nearly 30 years’ experience in the accounting industry, he’s the best person to explain effective accounting practice management.
  • Success-Shaping Features

8 Key GoProposal Features to Profitably Grow Your Accountancy Firm

Do you strive for your accountancy firm to stand out in an increasingly competitive market? The good news is, it’s […]

GET STARTED TODAY

Discover what GoProposal can do for you

present-icon

Activate your free trial now

Price consistently, sell more confidently & minimise your risk

Start 30-day free trial

Book live demo

Get personalised insight by discussing your specific needs with our experts.

Book a 1:1 demo