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GoProposal by Sage

Powerful pricing, clear proposals

Consistent pricing, professional proposals and renewals, automated engagement letters – it’s time to impress clients and boost profitability with GoProposal by Sage.  

Price consistently

Clear, profitable pricing starts here. End scope creep and create consistent pricing with our easy-to-use wizard.

Sell confidently

Have complete confidence selling to clients. Create pricing that’s easy for clients to understand and employees to use.

Reduce risk

Meet the highest level of compliance with smart engagement letters that can be sent, signed, and returned electronically.

No more scope creep

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. 

Impress clients with speedy proposals and renewals 

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. 

Get the signatures you need, faster 

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.

Keep clients coming back for more 

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. 

How does GoProposal work with Sage for Accountants?

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.

What you get 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.

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Accountants discuss GoProposal by Sage

GoProposal allows you to make massive gains almost overnight in both profitability and customer experience. I simply wouldn't run our business without it now.

Ross Murray
Director of Acumen Accountants

GoProposal by Sage FAQs for 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.

Your free trial lasts 30 days and you'll be free to explore all of the features GoProposal for Sage has to offer. Once you've decided whether it's the right solution for your clients and practice, you can activate your account by entering your card details at any time during the 30 days. If your trial ends and there's no activation, your account will cancel automatically.

To help you drive sales and renewals, we’ve included VIP Onboarding and Support as standard. You’ll get:

  • Live kickstart training
  • Videos that help you get started
  • A comprehensive help section
  • Invitations to live webinars
  • In-app chat and phone support
  • A membership for our active online community 

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Boost productivity at your accountancy practice

Talk to one of our experts to get 1:1 advice on boosting efficiency with GoProposal by Sage.

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