Integrate GoProposal With Karbon
GoProposal™ allows accountancy firms and bookkeepers to price more profitably, agree fees with clients and automatically produce a stunning proposal and dynamic letter of engagement. And now… it also triggers your workflows in Karbon™ when your proposal is accepted.
How The Integration Works
Connect Your App To Karbon
Connecting your GoProposal™ App to Karbon™ takes seconds. You just need to enter your Karbon Access Key in GoProposal and you’re away.
Connect your 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.
Synchronise Contacts Automatically
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.
What is Karbon?
Karbon is a new approach to practice management with workflow and collaboration at the core. It helps your firm improve workflow efficiency, standardize practice processes, automate tasks, and grow at scale.
Find out more or try Karbon for free >>