GoProposal by Sage

GoProposal is a cloud-based proposal management software tailored for accounting firms and professionals. It enables users to create consistent, transparent, and professional proposals with ease. The platform offers customizable pricing structures, ensuring fair and accurate service fees for clients. With GoProposal, firms can generate detailed proposals during client meetings, facilitating immediate agreement on services and associated costs. The software integrates seamlessly with leading accounting and practice management systems, promoting efficient workflows and data synchronization. Additionally, GoProposal provides features like automated engagement letters and compliance tools, helping firms adhere to industry standards and regulations. By centralizing proposal and client management, GoProposal enhances operational efficiency, client satisfaction, and overall profitability for accounting practices.