April 20, 2018

GoProposal integration

Karbon now integrates with GoProposal, the pricing & proposal software that is helping accounting firms grow more profitably. By linking Karbon with GoProposal, you can share client data and automatically create work items when a proposal is accepted. 

Share client data

When creating proposals in GoProposal, search from your existing Karbon contacts or create new contacts in both apps at once. 

Automatically create work items

When your client accepts their proposal, GoProposal will trigger Karbon to create the work and populate all the details from the associated work templates. Begin every client relationship painlessly by creating and sending proposals—and getting the work underway—right in your very first meeting.

To learn how to setup your GoProposal integration, read our full guide.