What is the best GoProposal alternative for UK accountants?
It depends on what you need. strively is the best fit if you want onboarding that runs itself, because it screens enquiries against your rules, keeps a waitlist for busy periods, books meetings, tracks every lead and sends fully customisable web proposals, then onboards clients with engagement letters, AML checks and direct debit set-up, with no add-ons. Ignition and Socket suit firms that want recurring billing like GoProposal, FigsFlow suits firms that also want practice management, and Better Proposals suits firms that only need proposals.
Which GoProposal alternatives handle recurring billing?
Ignition and Socket both offer recurring billing, like GoProposal. strively doesn't create invoices or run recurring billing. It adds new clients to your Adfin direct debit mandate, and you keep billing as you do today.
Which GoProposal alternatives track leads?
strively tracks every lead from enquiry to signed client, with conversion by stage, bottlenecks and team performance. FigsFlow has a CRM pipeline, and Ignition and Socket offer lead tracking through paid add-ons. We couldn't find lead tracking in GoProposal.
Which GoProposal alternative screens enquiries automatically?
Of the tools compared here, only strively. Its enquiry forms check every lead against your own rules and accept or decline it automatically, and a waitlist keeps screening enquiries during busy periods such as January.
Which GoProposal alternatives include engagement letters without an add-on?
strively, Ignition, FigsFlow and Socket include engagement letters. Better Proposals and PandaDoc offer general contracts rather than UK engagement letters.
Which GoProposal alternatives send web proposals instead of PDFs?
Every other tool compared here sends web proposals: strively, Ignition, FigsFlow, Socket, Better Proposals and PandaDoc. strively's are fully customisable and show which sections a prospect has read.
Can I use strively alongside GoProposal?
Yes. Some firms keep GoProposal for billing existing clients and send new enquiries through strively, which screens them, books meetings, sends web proposals and onboards new clients with engagement letters and AML checks.
Is GoProposal part of Sage?
Yes. Sage bought GoProposal in October 2021, and it is now sold as GoProposal by Sage.
Can I move my services and prices from GoProposal to strively?
Yes. You add your services, fees, proposal templates and engagement letters in strively yourself. Once they're in, new enquiries move through strively automatically.
