GoProposal 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

GoProposal

4.6

(5)

Pricing

Starting at £60.00 per month

About GoProposal

GoProposal is a business software solution designed to help accounting firms engage clients in a professional and profitable manner. The platform offers tools that allows users to streamline the client engagement process.

Key features of GoProposal include professional proposals and renewals, and client and prospect management. The pricing system allows accounting firms to price services consistently and profitably. Automated proposal and renewal capabilities help create a polished, professional experience for clients. The software also provides a centralized platform to manage clients and prospects, helping businesses maintain strong relationships.

GoProposal also offers two add-ons OverSuite and AML. OverSuite includes a library of engagement letter templates that evolve with regulatory changes, ensuring compliance. The AML add-on provides identity verification, KYC checks, risk assessments, and ongoing monitoring, helping accounting firms stay on top of anti-money laundering requirements. These features work together to help accounting businesses deliver a high level of compliance and professionalism to clients.

GoProposal Screenshots

GoProposal Pricing and Plans

Starting price: £60.00 per month

Free Trial

Free Version

Solo

£60.00

flat rate, per month

Plan includes:

5 Proposal Deliveries/Month

Basic

£90.00

flat rate, per month

No plan information available

Standard

£120.00

flat rate, per month

Plan includes:

Send 50 Proposals Per Month

Premium

£190.00

flat rate, per month

Plan includes:

Unlimited Proposals

GoProposal Features

Popular features found in Proposal Management
Approval Process Control
Audit Trail
Automatic Formatting
Content Library
Document Management
Electronic Signature
Knowledge Base Management
Proposal Generation
Version Control
Workflow Management
More features of GoProposal
Client Portal
Contact Management
CRM
Customizable Branding
Customizable Templates
Templates
Third-Party Integrations

GoProposal Integrations

QuickBooks Enterprise

Dext

Karbon

GoCardless

Zapier

Sage Accounting

See all 7 integrations

GoProposal User Reviews

Overall Rating

4.6

Ratings Breakdown

80%

20%

Secondary Ratings

Ease of Use

3.8

Value for money

3.3

Customer support

5.0

Functionality

4.4

Have you used GoProposal and would like to share your experience with others?

🌤 Paul B.

Verified reviewer

Accounting

2-10 employees

Used weekly for less than 2 years

Review source

Reviewed October 2022

A must have proposal tool

Love to software and don't quote any work without it now

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Love the ease to configure your own pricing matrix behind the tool

Cons:

Lack of flexibility in adding additional overriding price increase metrics (IE increase based on a referral source)

Reasons for choosing GoProposal

Flexibility and more rounded product connected to our requirements

Reasons for switching to GoProposal

Flexibility and more functionality

Daniel J.

Verified reviewer

Accounting

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed September 2024

Great proposal software for accountants

Excellent software especially for an accounting firm.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Great software to produce comprehensive proposals, great Facebook community.

Cons:

Very expensive and then sold to Sage, losing the positive impact of the founders.

Reasons for choosing GoProposal

The community and overall help for accountants were the deal breakers.

Reasons for switching to GoProposal

We wanted to have an online software and improve the feel of the proposals.

Vendor Response

Thank you for your positive review, Daniel! We're glad you find GoProposal beneficial for your accounting firm. We appreciate your feedback on the pricing and acquisition. We're committed to maintaining the quality and community support you value. I would like to invite you to join our customer advocacy program to connect more on your experience. Plus, you can access exclusive events, content and unlock Sage rewards. Please use this link: https://en.sagechampions.com/join/Gartner to join! Thanks, Bethany McDermott, Sage Customer Marketing Manager - Reviews

Replied September 2024

Judah K.

Verified reviewer

Accounting

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed February 2022

Good concepts but horrible interface and usability

It works for what we need it for, but beyond that...

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

[SENSITIVE CONTENT] has some really wonderful approaches to how to run an accounting firm. And it shows in this software.

Cons:

VERY complex! It took us 3 days to get everything set up. It is also VERY rigid in its programming and allows for only one way to set things up. The options for pricing setup seems like it is straight forward, but it is not set up in a way that you would expect a normal equation to work. The integrations with any other app is pretty much useless. We asked support about a zap we created, and they simply blamed it is Zapiers fault (which, I suppose that is possible but it sounds like they simply don't care). The app mapping program is SUPER confusing and would be nice if I could just add things in simply... but sadly the rigidity of the platform will not allow it. The CRM they just came out with was a joke... or at least that is the way I see it. They don't have a great integration with a POS other than GoCardless... which has a lot of issues of complexities in of itself. Not only that, but charging a % on a ACH charge is not great.

Alex T.

Verified reviewer

Accounting

11-50 employees

Used daily for more than 2 years

Review source

Reviewed May 2021

GoProposal Review

Ratings Breakdown

Ease of use

Functionality

Pros:

Goproposal makes it easy to get an accurate and fair price for a job. Simply plug in the details that raise the cost of a job, and GoProposal does the rest. It's very quick and easy to send the finished proposal to a client via email, or to share in the workplace for review.

Cons:

When saving as a draft, I would like there to be a list of default "people" to save the draft under. Like there are fee templates, there could be user templates to quickly save the draft under that person's name.

Michael D.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 2 years

Review source

Reviewed February 2021

GoProposal - Well Thought-out, feature packed onboarding solution

Before using GoProposal we had to compose proposals manually by cutting and pasting or even writing from scratch. Go Proposal not only generates a consistent and professional document but also manages the communication of the document to the client. Once a proposal is won the integration with payment solutions like GoCardless and your accounting software makes this a solution you quickly grow to rely on.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Quality of the proposal document created, very professional looking and provides consistency when engaging with new clients.

Cons:

It takes some time to truly customise the software to your exact needs, but it is well worth the effort.

Showing 1 - 5 of 5 Reviews