search icon

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.

Reports Launch product Payroll 50 Accounting Standard Sutton Landscaping Client actions Overview Product subscriptions Connected Available to connect Products Launch product GoProposal Launch product AutoEntry Launch product Disconnect Disconnect More products will be available to connect shortly

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 

Related tools to help your practice succeed

Webinars for Accountants and Bookkeepers

Hear from Sage experts about the latest developments and updates on software and services through our live and on-demand webinar programme.

Automation: Save time across your practice

Find out how to finish work faster and improve accuracy with automation across your workload, from accounting to tax.

Accountancy practice software resources

3 pillars of successful CFOs: Strategic leadership, technological integration, and work-life harmony

3 pillars of successful CFOs: Strategic leadership, technological integration, and work-life harmony

Discover the 3 critical areas of success that constitute the foundation of contemporary financial leadership

Read More
Read More
Navigating the path to innovation

Navigating the path to innovation

Begin a transformative journey towards innovation and gain invaluable insights to propel your small, medium or large business into the future.

Read More
Read More
The process of continuous customer engagement

The process of continuous customer engagement

Build the process to continuous customer engagement with an expert’s guidance. Learn essential skills and strategies to drive innovation in business.

Read More
Read More
Unlocking customer insight: a practical approach

Unlocking customer insight: a practical approach

Discover actionable strategies to find invaluable customer insights. With expert, practical guidance, transform your business with data-driven innovation.

Read More
Read More
Winning attitude: 6 sporting lessons to give your business a competitive edge

Winning attitude: 6 sporting lessons to give your business a competitive edge

Discover some top sporting tips from Cal Ripken Jr and Jessica Mendoza that you can apply to help you build your business.

Read More
Read More
I started a business with a Spice Girl

I started a business with a Spice Girl

Discover how Christopher Money recruited Baby Spice, Emma Bunton, to help him bring his eco-friendly baby brand, Kit & Kin, to life.

Read More
Read More
Why you should be doing cash flow analysis

Why you should be doing cash flow analysis

Find out why cash flow analysis is crucial for managing your operating, investing and financing activities.

Read More
Read More
Innovation as a tool for business growth

Innovation as a tool for business growth

Discover essential tools and techniques for innovation. Leverage key resources to drive creativity and success in your business.

Read More
Read More

Boost productivity at your accountancy practice

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

Give Feedback