--- description: Review of GoProposal Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: GoProposal | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Proposal Management Software](/directory/4252/proposal-management/software) > [GoProposal](/software/451113/GoProposal) # GoProposal Canonical: https://www.softwareadvice.ie/software/451113/GoProposal > GoProposal is a business software solution designed to help accounting firms engage clients in a professional and profitable manner. The platform offers tools that allows users to streamline the client engagement process. Key features of GoProposal include professional proposals and renewals, and client and prospect management. The pricing system allows accounting firms to price services consistently and profitably. Automated proposal and renewal capabilities help create a polished, professional experience for clients. The software also provides a centralized platform to manage clients and prospects, helping businesses maintain strong relationships. GoProposal also offers two add-ons OverSuite and AML. OverSuite includes a library of engagement letter templates that evolve with regulatory changes, ensuring compliance. The AML add-on provides identity verification, KYC checks, risk assessments, and ongoing monitoring, helping accounting firms stay on top of anti-money laundering requirements. These features work together to help accounting businesses deliver a high level of compliance and professionalism to clients. > > Verdict: Rated **4.6/5** by 5 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 5 Reviews | | Ease of Use | 3.8/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 3.3/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Sage - **Founded**: 1981 ## Commercial Context - **Starting Price**: £60.00 - **Pricing model**: Flat Rate (Free Trial) - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United Kingdom ## Features - CRM - Client Portal - Contact Management - Customisable Branding - Customisable Templates - Proposal Generation - Templates - Third-Party Integrations ## Integrations (8 total) - Dext - GoCardless - Karbon - QuickBooks Enterprise - Sage Accounting - Senta - Xero - Zapier ## Support Options - Email/Help Desk - Phone Support - Chat ## Category - [Proposal Management Software](https://www.softwareadvice.ie/directory/4252/proposal-management/software) ## Alternatives 1. [Docusign](https://www.softwareadvice.ie/software/367901/docusign) — 4.7/5 (9267 reviews) 2. [WBudget](https://www.softwareadvice.ie/software/425565/wbudget) — 4.7/5 (59 reviews) 3. [QuoteWerks](https://www.softwareadvice.ie/software/63241/quotewerks) — 4.6/5 (191 reviews) 4. [Prospero](https://www.softwareadvice.ie/software/224785/prospero) — 4.8/5 (132 reviews) 5. [Responsive](https://www.softwareadvice.ie/software/425174/Responsive) — 4.6/5 (172 reviews) ## Reviews ### "A must have proposal tool" — 5.0/5 > **🌤 Paul** | *19 October 2022* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: Love the ease to configure your own pricing matrix behind the tool > > **Cons**: Lack of flexibility in adding additional overriding price increase metrics (IE increase based on a referral source) > > Love to software and don't quote any work without it now ----- ### "Great proposal software for accountants" — 5.0/5 > **Daniel** | *19 September 2024* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: Great software to produce comprehensive proposals, great Facebook community. > > **Cons**: Very expensive and then sold to Sage, losing the positive impact of the founders. > > Excellent software especially for an accounting firm. ----- ### "Good concepts but horrible interface and usability" — 3.0/5 > **Judah** | *22 February 2022* | Accounting | Recommendation rating: 3.0/10 > > **Pros**: \[SENSITIVE CONTENT\] has some really wonderful approaches to how to run an accounting firm. And it shows in this software. > > **Cons**: VERY complex\! It took us 3 days to get everything set up. It is also VERY rigid in its programming and allows for only one way to set things up. The options for pricing setup seems like it is straight forward, but it is not set up in a way that you would expect a normal equation to work. The integrations with any other app is pretty much useless. We asked support about a zap we created, and they simply blamed it is Zapiers fault (which, I suppose that is possible but it sounds like they simply don't care). The app mapping program is SUPER confusing and would be nice if I could just add things in simply... but sadly the rigidity of the platform will not allow it. The CRM they just came out with was a joke... or at least that is the way I see it. They don't have a great integration with a POS other than GoCardless... which has a lot of issues of complexities in of itself. Not only that, but charging a % on a ACH charge is not great. > > It works for what we need it for, but beyond that... ----- ### "GoProposal Review" — 5.0/5 > **Alex** | *25 May 2021* | Accounting | Recommendation rating: 8.0/10 > > **Pros**: Goproposal makes it easy to get an accurate and fair price for a job. Simply plug in the details that raise the cost of a job, and GoProposal does the rest. It's very quick and easy to send the finished proposal to a client via email, or to share in the workplace for review. > > **Cons**: When saving as a draft, I would like there to be a list of default "people" to save the draft under. Like there are fee templates, there could be user templates to quickly save the draft under that person's name. ----- ### "GoProposal - Well Thought-out, feature packed onboarding solution" — 5.0/5 > **Michael** | *9 February 2021* | Accounting | Recommendation rating: 8.0/10 > > **Pros**: Quality of the proposal document created, very professional looking and provides consistency when engaging with new clients. > > **Cons**: It takes some time to truly customise the software to your exact needs, but it is well worth the effort. > > Before using GoProposal we had to compose proposals manually by cutting and pasting or even writing from scratch. Go Proposal not only generates a consistent and professional document but also manages the communication of the document to the client. Once a proposal is won the integration with payment solutions like GoCardless and your accounting software makes this a solution you quickly grow to rely on. ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/451113/GoProposal) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data