Karbon & Go Proposal
Begin every client relationship painlessly by creating and sending proposals—and getting the work underway—right in your very first meeting.
With GoProposal and Karbon together, you can have your team working on a new project before you’ve even left the client meeting. Simply create a proposal for the project in GoProposal, share it for client approval and the work is automatically created in Karbon the instant the proposal is approved.
- Synchronize your contacts. Contacts are shared automatically between GoProposal and Karbon, keeping all details accurate and in-sync.
- Connect line items to workflows. Easily assign each line item in GoProposal to a Karbon template workflow. When a client proposal is accepted, your workflows are automatically triggered in Karbon.
- Reduce onboarding time. When your linked Karbon template is triggered, a work item is created for the appropriate client, and tasks are assigned to your team. Everyone knows what to work on and can get started right away.
GoProposal allows you to create instant proposals, generate automatic engagement letters and is flexible enough to accomodate pricing as complex or as simple as you need it.
If you want to grow your accountancy firm, step one is to get your profitability nailed with GoProposal and then to build scalability into your firm by fine-tuning your workflows with Karbon.James Ashford, Founder & CEO, GoProposal