How the Karbon Integration Works
Begin every client relationship painlessly by creating and sending proposals and getting the work underway, right in your very first meeting.
Connecting your GoProposal App to Karbon takes seconds. You just need to enter your Karbon Access Key in GoProposal and you’re away.
GoProposal will automatically pull your Karbon contacts into your GoProposal app. If they don’t already exist in Karbon, the GoProposal will create the for you.
CONNECT LINE ITEMS TO WORKFLOWS
You can easily assign each line item in GoProposal to a workflow. So when a proposal is accepted, your workflows are automatically triggered in Karbon.
What is Karbon?
Karbon is work management software for accounting firms. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work.
By combining email, discussions, tasks and powerful workflows, Karbon aligns your team with a single place to communicate and collaborate, increasing capacity to deliver on time and budget.
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.