Client engagement, simplified. From sending automated, professional proposals, to auto-populating smart engagement letters with the highest levels of compliance, GoProposal essentials has you covered. Get started with a free allowance included in your plan, then add more when you need.
Impress clients and boost profitability with clear, profitable pricing and professional, automated proposals and renewals.
Smart engagement letters
Meet the highest compliance standards with smart engagement letters that evolve with regulatory changes and auto-update for you.
Anti-money laundering (AML)
Rest assured with an AML system backed by experts, and have full confidence in your practice's AML processes.
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 itemise 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 customised proposals and engagement letters that match your brand to create documentation easily.
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.
Build letters of engagement in minutes and send them directly from OverSuite to be signed electronically by the client. This allows you to reduce delays after you meet the client, you can act quickly, send them the letter straight away, save time and build a lasting impression.
Understand and mitigate risk the right way. With an AML system backed by compliance experts that carry out Know Your Client (KYC) and risk assessments tailored to your needs; you can have complete confidence in your practice’s AML processes.
Make selecting the best check for you and your client simple with basic, document, and biometric checks that use the highest level of identity verfication to boost client trust with a seamless and secure onboarding experience.
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 letters of engagement. By pre-preparing proposals and managing a bank of engagement letters using the Oversuite app, you can send professional documents 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 clients and your 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.
AML stands for anti-money laundering. Our AML add-on helps you stay compliant and up to date with the legal requirements around anti-money laundering so that it’s easy to detect risks and suspicious transactions. You can find out more about our AML add-on by watching the demo.