Pricing Proposal LOE Software - SOLE practioners

Practice Ignition/ Go Proposal

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Hi all, 

I know this question has been asked before but I am after a more recent response and one more geared towards small practices. 

I am a start up sole practitioner (ICAEW) - I am looking for a pricing, proposal, LOE software to help automate this from Day 1. I will not plan to take on a huge amount of clients but find it very cumbersome and painful to do these things manually and does not create the best client experience to have spreadsheets, word docs etc flying around and taking a lot of time to tailor. 

As I am also new, I find pricing services from scratch quite difficult as I've not worked in a practice before. 

I am considering Go Proposal and Practice Ignition for these needs. Do any sole practitioners or very small firms have a view on what suits them better? 

PI seems to have more of a billing capability and some nice branding features such as a brochure as well as more flexibility on fixed monthly packages if needed but seems like you need to figure out and set up a lot yourself. It is also more reasonably priced for my needs. 

GP seems more plug and play with a clear and consistent way of calculating prices for services that you can get up and running quickly. But I find the monthly price more prohibitive as I would not be using the 10 proposals a month in the smallest package. It offers a much more precise calculation line by line and also catch up and alignment fees. Support is excellent during my trial. 

Do any small operators use GP or PI?

Or just something else to keep costs down?

 

Replies (9)

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By CJaneH
08th Nov 2022 15:11

As a start up sole practitioner do you need this soft of software?

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Replying to CJaneH:
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By Paul Crowley
08th Nov 2022 15:35

I would not bother
This sort of stuff works best if there is a hard science in pricing and lots of small clients

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Replying to Paul Crowley:
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By Hugo Fair
08th Nov 2022 17:32

As Meatloaf said "You took the words right out of my mouth"!

If OP "finds pricing services from scratch quite difficult" then that is a problem to tackle. (e.g. what services are to be offered? / what effort will they typically require? / how do you restrict any expansion in effort? / indeed do you want to operate with prices at this discrete level? / and so on).

Software won't make any of those decisions for you - it can only 'automate' a structure on which YOU have decided (and which you will have to spend time on setting up in the software).

Much better to plan (without automation) how you wish to operate (including pricing) ... and then keep reviewing the success/failure of each one so that you can improve your 'model'. Only when you're happy with that should you consider this type of software.

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Replying to Hugo Fair:
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By D V Fields
08th Nov 2022 18:42

[quote=Hugo Fair]

As Meatloaf said "You took the words right out of my mouth"!

I won’t ask if “it must have been while…”

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Replying to D V Fields:
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By Hugo Fair
08th Nov 2022 18:44

Thanks ... I'm sure Paul's a lovely fella, but suddenly I've lost my appetite for dinner!

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By Paul Crowley
08th Nov 2022 15:38

I am a start up sole practitioner (ICAEW) ..................

As I am also new, I find pricing services from scratch quite difficult as I've not worked in a practice before.

These two comments are really strange

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Glenn Martin
By Glenn Martin
08th Nov 2022 16:16

Try both of them and see which one you like.

We are small firm and prefer GP and it works for us for last few years.
Makes annual reviews easy to do over full client base.

PM if you would like to discuss.

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By D V Fields
08th Nov 2022 20:29

I through choice have an Adobe subscription which includes Adobe Sign. It works extremely well even though low volume of use for me. I've recently realised you can enforce attachments to be added - thus ID documents can be added. It also has a web form feature - essentially meaning you can ensure you get everything from the client before you even consider engaging. The latter is on my list of things to do.

Whether Adobe Sign on its own is worthwhile; not sure - but worth a consideration.

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By accountinggeek1
09th Nov 2022 08:27

Thanks for your responses all!

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