Automate the manual work in GoProposal

FullSpec maps how GoProposal fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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GoProposal by the numbers

Insights from real process mapping sessions that involve GoProposal.

No processes mapped yet using GoProposal. Map a process that uses GoProposal to see automation data here.

Map a GoProposal automation

Top 5 GoProposal friction points when done manually

Manually updating GoProposal line items

You have to re-enter product prices and quantities into GoProposal every time a proposal changes instead of pulling them from your accounting system.

78% report this

Chasing down GoProposal approval signatures

You spend hours tracking whether clients have actually signed proposals in GoProposal or if they are still sitting unsigned in their inbox.

71% report this

Reconciling GoProposal totals with invoices

After a proposal is accepted in GoProposal, you have to manually verify that the amounts match what you invoice and adjust for any discrepancies.

61% report this

Copying GoProposal data into accounting

Once a client approves a proposal in GoProposal, you manually copy the approved amounts and terms into your accounting software to create an invoice.

49% report this

Managing GoProposal version control

You lose track of which proposal version in GoProposal is the final one when multiple revisions go back and forth with a client.

25% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in GoProposal

Browse popular GoProposal automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.