GoProposal Ideas Portal

Enable automatic client creation and service setup in Sage for Accountants when a GoProposal is marked as “Won”.

Currently, when a proposal is accepted in GoProposal, the client is marked as “Won”, but there is no integration with Sage for Accountants to continue the onboarding process. This results in manual duplication of work, where the same client inform...

Created 20 Mar 09:41 by ZLATKA DIMITROVA

Existing Integration

0 We're Taking A Look At This

84 Vote

Allow End of Financial Year to be before Proposal Start Date

We have legacy clients where we did not charge catchup for the accounts. We also might have a commercial reason for including a year end say the day before the start of the proposal in this year's invoices and payments. We can now not use key date...

Created 13 Jul 15:30 by Guest

New Feature

10 Love This Idea Likely To Be Coming Your Way

1 Vote

Unlike the Old Dashboard, the Version History on the New Dashboard is now just a long list of previous versions with no values, so cannot easily identify/decide at a glance which of the versions should be kept and sent to a client and which to delete/discard, without having to now click a few times to see the values on individual screens.

We always create two or three versions of the same proposal by editing, so that we can review them with our management team and decide which would be the most suitable to send to a client and which to delete. In the OLD DASHBOARD we could easily c...

Created 10 Mar 14:13 by Guest

Existing Feature

0 We're Taking A Look At This

25 Vote

Option to generate reports to show a list of clients who have a particular service

It would be helpful to be able to report a list of clients who take up a particular service, for example, those who have registered office.

Created 29 Apr 11:02 by Guest

Go Proposal

1 We're Taking A Look At This

2 Vote

Is there any way that emails from Go Proposal could come from accountant's address rather than from noreply@mailgun.goproposal.com?

Our clients can never trace those emails and they don't look legit for them

Created 28 Nov 11:15 by Guest

New Feature

0 We're Taking A Look At This

1 Vote

Add 'Main Contact' Field to Dashboard Summary

In our firm, there is one Principal in Charge; however, we assign different staff members as the main contact for each client and formally confirm this to the client. At present, we are unable to identify the assigned main contact from the Dashboa...

Created 16 Feb 16:06 by Guest

Proposal Dashboard

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GoProposal Ideas Portal

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Enable automatic client creation and service setup in Sage for Accountants when a GoProposal is marked as “Won”.

Allow End of Financial Year to be before Proposal Start Date

Option to generate reports to show a list of clients who have a particular service

Report showing which clients have Self Assessment included

Produce separate engagement letters from one proposal

Annual Pricing

Incorporate practice name into outgoing email address (remove 'mailgun')

Is there any way that emails from Go Proposal could come from accountant's address rather than from noreply@mailgun.goproposal.com?

Add 'Main Contact' Field to Dashboard Summary

Filter by status

Filter by category

Identify yourself with your email address

Enable automatic client creation and service setup in Sage for Accountants when a GoProposal is marked as “Won”.

Allow End of Financial Year to be before Proposal Start Date

Option to generate reports to show a list of clients who have a particular service

Report showing which clients have Self Assessment included

Produce separate engagement letters from one proposal

Annual Pricing

Incorporate practice name into outgoing email address (remove 'mailgun')

Is there any way that emails from Go Proposal could come from accountant's address rather than from noreply@mailgun.goproposal.com?

Add 'Main Contact' Field to Dashboard Summary