GoProposal

GoProposal offers a range of integrations to improve efficiency and streamline workflows for your team and clients. These integrations help automate invoicing, payments, and client management.

Overview of integrations in GoProposal

Jack Choppin

Russell Henderson

Support

Connect GoProposal to the rest of the software in your business.

Integrations

Integrating Sage Accounting with GoProposal automatically creates a quote in every time you generate a proposal. After the client accepts it, the system instantly converts that quote into an invoice…

Connect GoProposal with Sage Accounting

Once you set up the Sage Accounting integration, you can create proposals in GoProposal that automatically generate quotes and invoices in Sage Accounting. Follow the steps below to ensure a…

How to send a proposal to Sage Accounting

Sage Accounting (SBCA) 

The Xero integration is designed to save time for your team and provide an easy experience for clients. It automates invoicing and ensures accurate client data transfer between GoProposal and…

Integration between GoProposal and Xero

Integrating GoProposal with Xero allows you to create invoices automatically when clients accept proposals. You can customise invoice references, tax rates, branding themes, and enable auto-invoicing to reduce admin time.

Connect GoProposal with Xero

Auto-invoicing allows GoProposal to send invoices to Xero automatically each month for accepted proposals. This reduces manual work and ensuresXerol reflect changes made in GoProposal.

Set up auto-invoicing from GoProposal to Xero

Learn how to set a custom due date for Xero invoices generated through GoProposal.

How to set a custom invoice due date in Xero

Xero Integration

The QuickBooks integration allows GoProposal to create invoices automatically when clients accept proposals. You can configure account codes, tax rates, invoice display options, and enable auto-invoicing to reduce admin time.

Connect GoProposal with QuickBooks

Discover how to enable auto-invoicing in GoProposal so the system automatically sends invoices to QuickBooks each month.

How to set up auto-invoicing from GoProposal to QuickBooks

Learn how to link GoProposal line items to existing products in QuickBooks for accurate revenue tracking.

How to assign GoProposal services to QuickBooks products

QuickBooks Integration

Xero or QuickBooks only create invoices once clients sign their proposal is in GoProposal. If Xero or QuickBooks hasn’t been generated the invoice, follow these troubleshooting steps to resolve the…

Invoice not generated in Xero or QuickBooks after proposal signing

Learn how to assign GoProposal line items to specific account codes in Xero or QuickBooks for accurate revenue tracking.

How to track GoProposal services against account codes in Xero or QuickBooks

Understand how to update account codes for line items in the All Repeating section of the invoice tab in GoProposal.

How to change account codes in the invoice tab for repeating invoices

If you have an integration with Xero or QuickBooks, GoProposal provides an Invoice Dashboard to view and manage invoices. The dashboard shows Sent, Due, and All Repeating invoices, helping you…

View and manage invoices in the GoProposal dashboard

Understand how GoProposal automatically generates invoices in QuickBooks or Xero after a client signs an engagement letter.

How to generate an invoice in QuickBooks or Xero from GoProposal

When you integrate GoProposal with Xero or QuickBooks, the system automatically generates invoices when a client signs their engagement letter. You can control how fees appear by choosing your preferred…

Change how line items display on Xero or QuickBooks invoices

You can efficiently manage client invoicing using GoProposal. Choose either auto-invoicing through GoProposal or set up repeating invoices in Xero or QuickBooks to ensure accurate billing for your clients.

Set up repeating invoices in Xero and QuickBooks

Understand how Key Dates interact with auto-invoicing when using Xero or QuickBooks integrations in GoProposal.

How auto-invoicing works with Key Dates

Invoice Help Articles

Integrating GoProposal with BrightManager allows you to link contacts, trigger workflows, and managing proposals efficiently. Proper contact linking is essential for data exchange and workflow automation.

Connect GoProposal with BrightManager

Discover how to use the AccountancyManager integration in GoProposal. you can import contacts, create new ones, link existing contacts, and assign line items to tasks.

How to use the AccountancyManager integration

AccountancyManager

Learn how Karbon integrates with GoProposal to streamline workflows, standardise processes, and improve collaboration in your accounting practice.

How Karbon integrates with GoProposal

With Karbon integration, you can directly link GoProposal line items and proposal templates to Karbon work templates. This connection triggers essential workflows when a client signs their engagement letter.

Connect GoProposal with Karbon

Karbon Integration

Understand how the Senta integration works with GoProposal to automate onboarding and streamline workflows.

Integration between Senta and Xero

The Senta integration streamlines your onboarding process by linking GoProposal line items and proposal templates to Senta workflows. This ensures that key processes start immediately after proposal acceptance.

Connect GoProposal with Senta

When configuring the Senta integration in GoProposal, you need your Senta access key and subdomain name. These details are available in your Senta account settings.

Find your Senta access key and subdomain name

Senta Integration

GoCardless is an online Direct Debit service that manages payment collection for you. Integrating GoCardless allows you to collect one-off or recurring payments automatically, reducing admin and improving cash flow.

Connect GoProposal with GoCardless

GoCardless automates payment collection through online Direct Debit. When clients sign their engagement letters, they can set up payment plans by integrating GoCardless with GoProposal.

Set up GoCardless integration in GoProposal (USA)

If GoCardless isn't working in GoProposal, it’s often due to missing templates, incorrect settings, or incomplete client mandates.

Why is GoCardless not working?

How to manage client signatures and GoCardless integration

Christine Johnston

GoCardless Integration

Zapier lets you link GoProposal to thousands of apps without coding. You can trigger actions from proposals, and send data to other platforms for reporting or automation.

Connect GoProposal with Zapier

Zapier Integration

The GoProposal and Dext Precision integration helps you price services using real client data.

Connect GoProposal with Dext Precision

Dext Precision

If you can't log in to GoProposal using Sage ID, the steps below will help resolve common issues. These checks fix problems related to browser settings, devices, or account setup.

How to troubleshoot Sage ID login issues

Sage ID

Go to the Facebook GoProposal Group

Head to the GoProposal Terms and Conditions Page

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