Accounting software GoProposal

automated

Client engagement, simplified. From sending automated, professional proposals, to auto-populating smart engagement letters with the highest levels of compliance, GoProposal has you covered. Get started with the allowance included in your plan, then add more when you need. Proposals 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. 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.