KEY FEATURES

Create Professional Proposals & Renewals
in Real Time

GoProposal gives you the power to produce highly professional proposals and renewals, instantly and effortlessly (while you're still with the client.)

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PROPOSALS & RENEWALS

Produce instant proposals DURING the meeting

Convert clients faster with our proposal’s professionalism & unique structure, produced DURING the meeting, while you still have your client’s focus.

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PROPOSALS & RENEWALS

Professionally reflect your brand and values of your firm

Easily add and change text, add new sections, professional images and client quotes using familiar controls, bringing your services & brand to life.

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PROPOSALS & RENEWALS

Tailor your templates for different client types & teams

Put those delivering the service into the heart of each proposal, using different proposal templates for different client types and teams.

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Produce Proposals That Impress Clients

We’ve taken best practice and research with other accounting firms to create a proposals and renewals, proven to work.

Add full page graphics

You can add up to 3 full page graphics to perfectly tailor your proposal with ‘meet the team’ pages, ‘about us’, ‘core values’ or a back page.

Embed focussed goals with your clients

Create an emotional link to your services, because it’s your clients, their families, and their businesses that you’re helping

Add Multiple Entities to the same Proposal

Easily incorporate multiple entities into the same proposal, with different services and different service levels.

Begin with our off the shelf format

Get up and running quickly with the perfect base for you to refine and make your own proposal that is proven to work

Control the presentation of proposals

Bring your firm to life with details that make your firm not just special, but unique

Edit with the WYSIWYG editor

No technical skills are required, just a familiarity and confidence you might have with Word or Google Docs. You concentrate on the words, and we’ll take care of how it looks.

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"Clients love the professional proposal

GoProposal has transformed our practice and has given me the confidence to charge what I’m really worth. Clients love the professional proposal and can see exactly what they are paying for.” Ann Spickett | Total Accounting

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Consistently produce highly professional proposals and renewals, instantly and effortlessly.

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Access These Useful Resources

[Download] Get Off The Hamster Wheel

Discover the 5 steps to being valued more, paid more & taking control of your firm.

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