GoProposal

GoProposal is a proposal and engagement letter platform built specifically for accounting firms. It provides pre-configured service menus with standardised pricing, allowing firms to assemble branded proposals from a consistent set of services and fees.

Firms use GoProposal to generate proposals quickly, collect digital signatures on engagement letters, and set up recurring payment agreements in a single workflow. Standardising the proposal process ensures consistent pricing across the firm and reduces scope creep by defining services clearly upfront. The platform integrates with Xero and practice management tools for data flow.

GoProposal was acquired by Sage. It is best suited for firms that want to standardise their pricing and proposal process, particularly those where different partners or team members have historically quoted inconsistent fees. It competes with Practice Ignition (Ignition) and Cone in the proposal-to-payment space for accounting firms.