GoProposal
GoProposal is cloud-based client engagement software designed specifically for accountants and bookkeepers. It streamlines the process of creating and managing proposals and engagement letters.
Proposal & Invoice Management
Similar Integrations
How to Optimize Your Workflow with This Integration
Accounting
Fee Consistency Checker
Flag inconsistencies in pricing across similar client proposals.
Sales
Client Close Rate Summary
Track conversion rate and average time to signature.
Sales
Engagement Letter Watcher
Monitor whether engagement letters were sent, viewed, or signed.