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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. 
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Consistent pricing

Create clear, profitable pricing to minimise risk and end scope creep. 

Prepare proposals in minutes

Easily create professional proposals to share with clients in meetings.

Earn what you're worth

Have confidence in your pricing with a consistent plan for all clients and staff.  

Eliminate 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.

Deliver fast proposals and renewals

Impress clients 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.

Send smart engagement letters

Make sure you and your clients meet Making Tax Digital for ITSA and VAT with fully compliant engagement letters. Create letters and send them to clients in seconds to capture digital signatures. Use letters designed by risk experts to automate terms and conditions with OverSuite.

Strengthen client relationships

Work in harmony with your 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.

Do more with GoProposal by Sage

OverSuite

Make sure every client has an up-to-date letter of engagement with a secure library of compliant letters that evolve with regulatory change.
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Making Tax Digital

Review and reprice your services clearly and re-engage every client with ease using GoProposal by Sage. Learn how to get MTD sorted with Sage.

Plans to support you and your clients

Choose a plan that works best for you. Easily upgrade, downgrade, or cancel at any time (no contract). No hidden charges for additional clients. 

Get your 30-day free trial

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

Ross Murray, Director of Acumen Accountants

FAQs

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.

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 

Ready to get started ?

Book a 1-1 and talk to one of our experts to find out how your practice and your team can benefit from GoProposal by Sage.

Book a 1-1

Accountants and bookkeepers hub

Access useful resources for your practice and clients.

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Support

Get questions answered quickly and how-to guides, 24/7.

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Community

Share experiences collaborate with other Sage customers to solve questions.

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