- 5 Proposals Sent
- 1 User
- Unlimited Clients
- Consistent Pricing System
- Professional Proposals
- Facebook Community Membership
- Accredited Training Access
- Free Integrations
- VIP Support
- Automated Engagement Letters
- GoProposal AML – KYC & Risk Assessments +£30
- OverSuite – Smart Engagement Letter Suite +£37
First choose your
GOPROPOSAL MEMBERSHIP
Start by choosing the GoProposal plan that best serves the pricing and proposal needs of your practice.
Solo
£ 60
Per MonthBasic
£ 90
Per Month- 10 Proposals Sent
- 1 User
- Unlimited Clients
- Consistent Pricing System
- Professional Proposals
- Facebook Community Membership
- Accredited Training Access
- Free Integrations
- VIP Support
- Automated Engagement Letters
- GoProposal AML – KYC & Risk Assessments +£30
- OverSuite – Smart Engagement Letter Suite +£37
StandardMost Popular
£ 120
Per Month- 50 Proposals Sent
- 2 Users
- Unlimited Clients
- Consistent Pricing System
- Professional Proposals
- Facebook Community Membership
- Accredited Training Access
- Free Integrations
- VIP Support
- Automated Engagement Letters
- GoProposal AML – KYC & Risk Assessments +£50
- OverSuite – Smart Engagement Letter Suite +£50
Premium
£ 190
Per Month- Unlimited Proposals Sent
- 10 Users
- Unlimited Clients
- Consistent Pricing System
- Professional Proposals
- Facebook Community Membership
- Accredited Training Access
- Free Integrations
- VIP Support
- Automated Engagement Letters
- GoProposal AML – KYC & Risk Assessments +£70
- OverSuite – Smart Engagement Letter Suite +£75
Now choose your
OVERSUITE MEMBERSHIP
Be compliant with EVERY client, by adding OverSuite, our suite of Smart Engagement Letters built by industry experts. You can easily upgrade, downgrade or cancel at any time.
Basic
£ 37
Per Month- 15 Smart Engagement Letters Sent
- Smart Engagement Letters That Evolve With Regulatory Changes
- Automatic Updates in GoProposal
- Reduce Risk Across The Entire Firm
- Meet The Highest Compliance Standards
- Send Engagement Letters Without Proposals
- VIP Support
- Available exclusively to GoProposal members
StandardMost Popular
£ 50
Per Month- 50 Smart Engagement Letters Sent
- Smart Engagement Letters That Evolve With Regulatory Changes
- Automatic Updates in GoProposal
- Reduce Risk Across The Entire Firm
- Meet The Highest Compliance Standards
- Send Engagement Letters Without Proposals
- VIP Support
- Available exclusively to GoProposal members
Premium
£ 75
Per Month- Unlimited Smart Engagement Letters Sent
- Smart Engagement Letters That Evolve With Regulatory Changes
- Automatic Updates in GoProposal
- Reduce Risk Across The Entire Firm
- Meet The Highest Compliance Standards
- Send Engagement Letters Without Proposals
- VIP Support
- Available exclusively to GoProposal members
* To Access GoProposal's Suite of Add-Ons, your membership must include GoProposal Basic, Standard or Premium. *
Choose Your
AML MEMBERSHIP
Make risk assessments and Know Your Customer checks a breeze by adding GoProposal AML. Choose the plan that’s right for you with no hidden charges. There’s no contract, meaning you can upgrade, downgrade or cancel any time.
No hidden charges for having more clients.
Basic
£ 30
Per Month- 10 Assessments Produced
- 2 Users
- Templated KYC & Risk Assessments
- Designed by experts with built-in guidance
- Tailored to your client type
- Conditional logic to save you time
- Integrated with existing client onboarding
- Easily manage ongoing monitoring
- Available exclusively to GoProposal members
StandardIncludes GoProposal Basic
£ 50
Per Month- 50 Assessments Produced
- 5 Users
- Templated KYC & Risk Assessments
- Designed by experts with built-in guidance
- Tailored to your client type
- Conditional logic to save you time
- Integrated with existing client onboarding
- Easily manage ongoing monitoring
- Available exclusively to GoProposal members
Premium
£ 70
Includes GoProposal Basic- Unlimited Assessments Produced
- Unlimited Users
- Templated KYC & Risk Assessments
- Designed by experts with built-in guidance
- Tailored to your client type
- Conditional logic to save you time
- Integrated with existing client onboarding
- Easily manage ongoing monitoring
- Available exclusively to GoProposal members
* To Access GoProposal's Suite of Add-Ons, your membership must include GoProposal Basic, Standard or Premium. *
Frequently Asked Questions
How does the 30-day free trial work?
Your free trial lasts 30 days. You get all the features and you’re free to explore, use and test GoProposal to make sure it’s a good fit for your firm. If it is, you’ll be able to activate your account by entering your card details at any time during this period. If it’s not, your account will automatically cancel.
Can I buy OverSuite separately from GoProposal?
Whilst this we plan to expand our offering in the future, currently, OverSuite SMART Engagement Letters are available exclusively to GoProposal members.
Can I buy GoProposal AML separately from GoProposal?
No, GoProposal AML is a bespoke product built specifically to work alongside GoProposal. For this reason, GoProposal AML (KYC and Risk Assessments) is available exclusively to GoProposal members.
What is a User?
A user is someone on your team who would have their own login to the app to generate proposals for your clients and prospects. They will have their own dashboard and will only be able to access their own proposals, unless you want to adjust their privileges so they can access all proposals.
Does this work in different countries?
Absolutely. GoProposal is a global product and is used in the United Kingdom, Ireland, USA, Canada, Australia, New Zealand, South Africa and Norway…. among others. All settings and pricing can be configured to meet your exact requirements and legislations.
What level of support do you offer?
We want GoProposal to be a fundamental part of your sales and renewal process and so you will receive VIP Onbording and Support as STANDARD. We have live Kickstart Training, expert videos that guide you through everything, a comprehensive help section, in-app chat, a very active online community, live webinars and the phone.
What if I want to cancel?
You can cancel whenever you like. If you haven’t activated your account and your free trial expires, then there’s nothing to do, it will cancel automatically. If you’re a paying member, there’s a big cancel button you press and your payments stop straight away. Your app will then be formally removed after 14 days.
Am I tied into a contract?
Absolutely not. You’ll want to keep using GoProposal because of how awesome it is, not because of a legal contract or because we’ve locked you in for a year.
Are my card details securely taken?
We use Stripe to process all card payments which operates the most stringent level of compliance certification available in the payments industry. They make use of best-in-class security tools and practices to maintain a high level of security. GoProposal does not store any card data and our website is secure. Check out our Security Standards >>
Does this price include VAT?
All prices in the above pricing table exclude VAT.
