Integrate GoProposal with GoCardless

Start 30-day free trial Book a Demo
Goproposal and GoCardless
GoCardless integration

Quickly set up your GoCardless integration in GoProposal

Systemise your payment collection process with GoProposal’s GoCardless integration. Start by turning on your GoCardless integration within GoProposal, then configure how you would like to collect your  payment details. This can be done before or after your client accepts.

GoCardless - apply proposals

Customise your templates for accurate payment collection

Configure your proposal templates to send direct debit mandates only to the right clients. Avoid duplicate requests for existing clients by linking the correct templates to GoCardless.

GoCardless agreement

Start streamlining your direct debit payments

Never miss a payment with the GoCardless integration. Once a proposal has been approved, your clients will easily be able to provide their direct debit mandate information which is then sent direct to GoCardless.

P.S. GoProposal takes no cut, meaning you get more of your money, faster.

How to get started with GoProposal & GoCardless

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

1

Connect

Head to Settings > Integrations > GoCardless and turn on the GoCardless Toggle.

2

Login to GoCardless

After turning on the GoCardless integration, you’ll be re-directed to the GoCardless login page. Sign in and select ‘Connect Account’.

3

Complete the integration

Complete your GoCardless integration by selecting which proposal templates you’d like to apply the Direct Debit Mandate to. Choose whether you'd like to capture client payment details during or after acceptance.

Ready to get started?

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

The 10-step client onboarding checklist every accountant needs

Client onboarding goes beyond just handling paperwork—it’s a crucial opportunity to establish a clear, professional framework for your relationship with […]
  • Strategy & Growth

How to tailor a letter of engagement template for different clients

A Letter of Engagement (LoE) sets the foundation for a successful client relationship by outlining the scope of work, fees, […]
  • Strategy & Growth

Engagement Letter Automation: Streamlining Client Proposals Efficiently

Automation is reshaping accountants’ work. From bookkeeping to compliance, firms are adopting digital tools to improve efficiency and reduce manual […]
  • Strategy & Growth

The best Zapier integrations for accountants and bookkeepers

Accounting today is about more than just numbers—it’s about efficiency, accuracy, and client experience. Zapier helps accountants and bookkeepers streamline […]
  • Strategy & Growth

Re-engaging and repricing clients: Maximising MTD impact

The countdown to April 2026 is officially on, and with Making Tax Digital for Income Tax (MTD for Income Tax) […]
  • Strategy & Growth

How a well-crafted business proposal template can boost your firm’s profitability

The accounting industry is more competitive than ever—profitability hinges on more than just great service; it’s about how effectively you […]
  • Strategy & Growth

Simplify client engagement: How to get started with engagement letters

Engagement letters are a cornerstone of good client relationships in accounting, helping to prevent miscommunication, scope creep and legal disputes […]
  • Strategy & Growth

Making Tax Digital for Income Tax: How Accountants can be ready?

Making Tax Digital for income tax (MTD IT) is reshaping the tax process for businesses and individuals, moving towards more […]
  • 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 […]

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
Events

Book live demo

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

Book a 1:1 demo