Integrate GoProposal with GoCardless

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Quickly integrate GoProposal with GoCardless

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.

Set up your templates

Configure your proposal templates so that the right clients receive the direct debit mandate to complete for GoCardless. Prevent the payment collection process from being duplicated for existing clients by ensuring the right templates are connected to GoCardless.

Start streamlining your payment collection

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.

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