Integrate GoProposal with GoCardless
Direct new clients straight to your GoCardless Mandate form when your proposals are accepted.
"GoProposal is a great piece of engineering and I still get excited when a client signs up. The invoicing is automatically generated in Xero, which works brilliantly alongside the GoCardless integration. The amount of time we save, plus the overall experience is brilliant."
Alasdair McGill
Ashton McGill Accountants
How the GoCardless Integration Works
At GoProposal we believe in having a 'best of breeds' approach to all our integrations. So we've created what we believe to be the perfect harmony between GoCardless & GoProposal.
It takes seconds to copy and paste your GoCardless Mandate URL into GoProposal. When they accept the proposal, they then set up their mandate and you're away. Simple.
TRIGGER THE BRANDING THEME
If you use Xero, you can also trigger the correct branding theme on your invoicing, which is what GoCardless uses to sync the payment to the contact.
WEBSITE FIRST APPROACH
If you prefer, you can redirect new prospects to your website first, to include thank you videos and data capture forms. Then from THEIR to GoCardless.
WE TAKE NO CUT
We don't take a cut ot get in the way of the process. Which mean you get more of your money faster. We're simply redirecting the client to your GC mandate.
What is GoCardless?
GoCardless is an online Direct Debit specialist that manages the entire collection process on your behalf. It's perfect for invoice payments of variable amounts, subscriptions and fees.
- Direct Debit allows you to collect funds automatically on payment dates.
- Once a Direct Debit is in place, you can use it to collect one-off or recurring payments of any amount.
- You choose the dates you collect funds, meaning you’ll be able to predict future revenue for your business.
- Merchants can either collect and manage their payments using a simple online tool or can integrate with our REST API.
Find out more or try GoCardless.
Start providing your clients with a world-class experience
GoProposal will help you to create a world-class experience for your clients and your team, helping you to deliver wow with every interaction.
