The GoProposal & Dext Integration isn’t just about connecting two platforms, it’s about creating an indisputable method for pricing your services, backed by data, so that anyone on your team can confidently do it.
Step 1. Generate your Dext API key for GoProposal
To get started you'll need to generate an API token in Dext which you will copy and paste into GoProposal.
To get this code, login to Dext Precision and go to Your Settings > API.
Name your API token e.g. GoProposal and hit create.
Please store this somewhere safe and protect it as you would a password. This is the only place you will ever see it.
Step 2. Connecting Dext to GoProposal
Let's get setup
Where do we start?
In your GoProposal app, go to Settings > Integrations > Dext Precision
Here you can paste your Dext Precision API Token into the field provided.
Remember to save!
You can decide whether you want to average the Dext activity data over 3 months or 12 months.
You can set different time periods for different proposal templates, as it’s possible for new clients you may want to average out accounts data from the past 12 months.
Example: For a Quarterly Bookkeeping Review, you'd only want to average data over the past 3 months.
Use the crosses to move proposal templates from one time period to another.
Step 3. Mirror your line items with activity metrics
The next step is defining which activity metrics in Dext you would like to use for your services in GoProposal.
Head to Configure > Line Items.
Once here, select edit line next to a service you want to use Dext metrics to inform.
From the popup move over to the Integrations tab and toggle Dext Precision on for that service.
Once you have selected the toggle, head back to the Pricing tab and scroll down to Dext Precision.
You can choose which metric to use from the dropdown for this pricing type. Where you choose 'don't use global activity metric', no metrics will be shown against this pricing type.
Applying metrics to calculations
You can use Dext Precision data to help you with calculations you have added in to your line items, as well as your foundation pricing method.
Follow this process for any other line items where data driven pricing will be useful for you.
Example: With your raising and sending invoices line item, grabbing the total monthly sales invoices recorded in Dext Precision would be useful..
How does this work?
Once you've followed the process above for all of the line items you need, create a proposal and click the data driven pricing button within your basic information.
Search for the client you are producing a proposal for.
FYI: They need to be a client within the accounting software that you use (Xero / QuickBooks)
What happens next?
You'll see Dext Precision metrics as you fill out your clients basic information.
And as you create your proposal, you will see the activity metrics you set up above beside each of the services.
It will be a case of running through the proposal as normal, and having even more insight into the numbers behind the scope you are selecting.
This will mean the pricing is even more clear and transparent to you, your team, and most importantly your clients.
Need further support? Contact SupportGoProposal@sage.com