--- title: "GoProposal by Sage Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about GoProposal by Sage Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more." source_url: "https://www.capterra.com/p/251801/GoProposal/" page_type: "product" language: "en" publication_date: "2026-11-12" --- # GoProposal by Sage Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on November 12, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) GoProposal by Sage ## What is GoProposal by Sage? GoProposal is client engagement software for accounting and bookkeeping professionals. The software helps users grow their businesses by streamlining pricing and proposal processes to demonstrate service value to clients. Key features include consistent pricing to prevent scope creep, professional proposals to present service value with confidence, and automated engagement letters to reduce risk and set clear expectations. GoProposal aims to provide better value to clients through improved pricing and proposal workflows. ## What is GoProposal by Sage used for? [Proposal Management](https://www.capterra.com/proposal-management-software/) Top alternative Featured Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £60 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for GoProposal by Sage?[Manage this product listing](https://www.g2.com/products/goproposal/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### GoProposal by Sage 4.6 (5) VS. [4.7 (9,539)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting Price £60 Flat Rate, Per Month Starting Price $15 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.8 (5) Ease Of Use 4.7 (9,531) Value For Money 3.3 (4) Value For Money 4.5 (5,973) Customer Service 5.0 (4) Customer Service 4.5 (5,663) ## GoProposal by Sage alternatives [4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/) Starting price $79.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.7 (695)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars Highest Rated [Prospero](https://www.capterra.com/p/184953/Prospero/) [4.8 (137)](https://www.capterra.com/p/184953/Prospero/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184953/Prospero/) [View all alternatives](https://www.capterra.com/p/251801/GoProposal/alternatives/) ## FAQs about GoProposal by Sage Overview ### What company size and specific industries is GoProposal built for? GoProposal is designed for small to mid-sized accounting firms and bookkeeping businesses, as well as the clients they serve. It is built for organizations in accounting and bookkeeping that need a fit for service-based professional work and client-facing proposal processes. Features and Usability ### What are the key features of GoProposal? GoProposal offers CRM, contact management, and a client portal for handling client information and interactions. It also includes proposal generation, customizable templates, and customizable branding for creating branded documents. Third-party integrations extend its workflow connections with other business systems. Pricing ### How much does it cost and what fees or limitations are included? GoProposal starts at £60 per month for the Solo plan, which covers up to 1 user and includes 5 proposal deliveries per month. The Standard plan costs £120 per month for up to 2 users with 50 proposals monthly, and the Premium plan is £190 per month for up to 10 users with unlimited proposals. A free trial is available. Integrations ### Which third-party tools and platforms does GoProposal integrate with? GoProposal integrates with 8 third-party tools, including accounting and practice-management platforms such as Xero, QuickBooks Enterprise, Sage Accounting, Karbon, Senta, Dext, and GoCardless. It also connects to Zapier for broader app connectivity across business workflows. Getting Started and Support ### What customer support options does GoProposal offer? GoProposal provides email/help desk, phone support, and chat. No reviewer feedback about support is available here, so user experience details such as response speed or helpfulness cannot be confirmed from the catalog data. ## Features AI summary Based on 1,471 Proposal Management reviews Not all Proposal Management software covers every feature buyers care about most. Here is what Capterra reviewers highlight as essential when choosing a solution: - **Proposal Generation** (**59%** of reviewers rated this feature as critical) - **Quotes/Estimates** (**62%**) - **Customizable Templates** (**49%**) GoProposal supports **Proposal Generation** and **Customizable Templates**, so teams can create proposals faster and keep documents consistent across clients. However, it does not offer **Quotes/Estimates**. Instead, it provides **Templates** (**43%**), which can still help standardize proposal creation and reduce manual work, helping businesses prepare client-ready documents more efficiently. Proposal Generation 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create proposals based on costs of labor and materials Customizable Templates 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements Client Portal 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients Customizable Branding 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Add customized logos and colors to align with company branding Third-Party Integrations 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Contact Management Manage, organize, and store contact information GoProposal by Sage 8 features ### All Features - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Proposal Generation: Create proposals based on costs of labor and materials - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes --- Features 4.4 (5) 4.4 Based on 5 reviews ## Pricing Value for money 3.3 (4) Free Trial [View pricing plan details](https://www.capterra.com/p/251801/GoProposal/pricing/) Solo £60.00 Flat Rate,Per Month It includes: - 5 Proposal Deliveries/Month Basic £90.00 Flat Rate,Per Month Standard £120.00 Flat Rate,Per Month It includes: - Send 50 Proposals Per Month Premium £190.00 Flat Rate,Per Month It includes: - Unlimited Proposals Value for money 3.3 (4) 3.3 Based on 4 reviews ## Integrations [ QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/)[ Karbon](https://www.capterra.com/p/156181/Karbon/)[ Dext](https://www.capterra.com/p/160189/Dext/)[ GoCardless](https://www.capterra.com/p/156081/GoCardless/)[ Senta](https://www.capterra.com/p/206605/Senta/) ## Support, customer service and training options Customer Service 5.0 (4) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (4) 5.0 Based on 4 reviews ## User reviews Overall rating 4.6 Based on 5 reviews Filter by rating Counts reflect reviews available in this feed. 5(4) 4(0) 3(1) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful Paul B. Director Used the software for: 1-3 years ### "A must have proposal tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 28, 2022 Love to software and don't quote any work without it now 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) Daniel J. Accountant Used the software for: Less than 1 year ### "Great proposal software for accountants" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 20, 2024 Excellent software especially for an accounting firm. 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. Judah K. Owner Used the software for: Less than 1 year ### "Good concepts but horrible interface and usability" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 February 24, 2022 It works for what we need it for, but beyond that... 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. AA Accounts Assistant Accounts Assistant Used the software for: 3-5 years ### "GoProposal Review" 5.0 May 26, 2021 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. Michael D. Director Used the software for: 1-3 years ### "GoProposal - Well Thought-out, feature packed onboarding solution" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 10, 2021 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. 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. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.