Stop speaking to the wrong clients
Enquiry forms qualify every lead against your own rules. Poor-fit enquiries are turned away automatically, so your time goes on the clients you want.
strively covers the same ground as GoProposal, from proposals to engagement letters, AML and direct debit set-up. It also automates the work before the proposal: screening enquiries, booking meetings and sending reminders, with web proposals instead of PDFs.
Last checked 27 October 2026 against GoProposal's published information. GoProposal is now owned by Sage.
you want to fully automate client onboarding and cut the admin. Enquiry forms screen out the wrong clients before you speak to them, meetings book themselves into the right person's calendar, and proposals are fully customisable web pages, not PDFs. Once a client accepts, engagement letters, AML checks and direct debit set-up follow automatically.
you're committed to the Sage ecosystem and want recurring billing handled alongside your proposals, and you don't need enquiry screening, meeting booking or web proposals.
We compared both products on the work that takes up most admin time when taking on new clients.
| Feature | strively | GoProposal |
|---|---|---|
| Qualifying enquiry forms | YesAuto accept or reject leads with your own rules | Not availableNo website enquiry form |
| Waitlist for busy periods | YesEnquiries still screened, prospects get your custom message and join a separate list to contact | Not found |
| Automatic meeting booking | YesGoogle Calendar and Outlook, routed to the right specialist | Not found |
| Web-based proposals, not PDFs | YesFully customisable, with section-by-section tracking | NoPDF proposals only |
| Engagement letters | YesUK-format letters and terms of business | OverSuite add-onFrom about £45/month |
| E-signatures | YesProposals and engagement letters signed online | OverSuite add-on |
| AML checks | YesAML HQ. Separate monthly charge | Paid add-on |
| Client onboarding | YesAML and engagement letters | Through add-onsOverSuite and AML |
| Sales pipeline reporting | YesConversion by stage, bottlenecks, team performance | Not foundNo built-in CRM found |
| Direct debit mandates | YesNew clients added to your Adfin direct debit mandate | YesThrough GoCardless |
| Recurring billing | No | YesThrough GoCardless |
| Pricing currency | GBP, ex VAT | GBP, ex VAT |
| Built for | UK accountants, bookkeepers and payroll bureaux | UK accountants. Owned by Sage |
Both products have fixed monthly plans in pounds. GoProposal charges extra for engagement letters, e-signatures and AML, so we've shown the add-ons too.
| Typical firm | strively | GoProposal |
|---|---|---|
| Sole practitioner, up to 25 proposals a month | £110/month Automate · 2 users | £155.50/month + OverSuite Standard · 2 users, 50 proposals. Solo and Basic allow only 5 or 10 proposals |
| Small firm wanting conversion reporting, 50 proposals | £135/month Report · 2 users | £155.50/month + OverSuite Standard · no pipeline reporting found |
| Growing team, unlimited proposals, up to 10 users | £220/month Team · routing and team reports | £250/month + OverSuite Premium · 10 users, unlimited proposals |
Enquiry forms qualify every lead against your own rules. Poor-fit enquiries are turned away automatically, so your time goes on the clients you want.
Qualified prospects book straight into the right person's Google or Outlook calendar, with confirmations and reminders sent for you.
Fully customisable web proposals with your branding, services and pricing. You can see which sections prospects read, so you know when to follow up.
Once a client accepts, the engagement letter is signed online, AML checks run and they're added to your Adfin direct debit mandate, with no re-keying.
GoProposal helped make value pricing mainstream among UK accountants, and it suits firms that are all-in on Sage.
You add your services and prices in strively yourself, so your team keeps quoting the same way. Once your letters and checks run in strively, you no longer need the OverSuite and AML add-ons.
Yes. strively covers the same ground as GoProposal, from proposals to engagement letters, AML and direct debit set-up, and adds automation before the proposal stage. Enquiry forms screen out the wrong clients before you speak to them, meetings book themselves, and proposals are fully customisable web pages rather than PDFs. GoProposal is a better fit if you are committed to the Sage ecosystem and want recurring billing alongside your proposals.
Yes. strively's plans are £110, £135 and £220 a month excluding VAT, with engagement letters and e-signatures included. GoProposal's plans are £77.70, £116.50, £155.50 and £250 a month, and its two cheapest plans allow only 5 or 10 proposals a month. A firm sending 25 proposals a month would pay £155.50 on GoProposal against £110 on strively, before adding OverSuite for engagement letters and e-signatures. AML checks cost extra on both.
Yes. Sage bought GoProposal in October 2021, and it is now sold as GoProposal by Sage.
Yes. You add your services, fees, proposal templates and engagement letters in strively yourself. Once they're in, new enquiries move through strively automatically.
Yes. strively integrates with Adfin and adds new clients to your direct debit mandate as they sign up. strively does not create invoices, so you keep invoicing as you do today.
Best for invoicing and recurring billing
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