Keep your team on track and give clients a clear understanding of costs with a consistent pricing system across your firm. Build your pricing matrix in seconds using a simple wizard that makes it easy to itemize services line by line.
Make an impact and win more business with professional proposals that you can produce on the spot during meetings. Use a pre-prepared library of customized proposals and engagement letters that match your brand to create documentation easily.
Avoid scope creep and make sure you and your clients are fully compliant with automatically produced engagement letters. Create letters and send them to clients in seconds to capture digital signatures.
Build better relationships with clients and boost their confidence with proposals and pricing that set clear expectations. GoProposal by Sage makes it simple to complete tasks on time so that you can keep clients happy.
GoProposal is part of Sage for Accountants, and is our efficient proposal software for accountants that provides you with essential features each month with your plan.
When you sign up to a Sage for Accountants plan, you'll get access to GoProposal, giving you allowances which you can customize as needed. On the Essentials plan you will get one proposal per month.
Need more? You can add extras at any time through the platform, and the cost will simply be added to your next monthly invoice.
Ross Murray
Director of Acumen Accountants
GoProposal by Sage automates pricing, proposal, and engagement letter production. Designed to help accountants improve productivity, profitability, and client relationships – it supports direct end-to-end customer proposal management.
GoProposal by Sage cuts out the manual admin that you do to create proposals and engagement letters instantly.
To help you drive sales and renewals, we’ve included VIP Onboarding and Support as standard. You’ll get:
Talk to one of our experts to get 1:1 advice on boosting efficiency with GoProposal by Sage.
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