GoProposal Ideas Portal

1 Vote

Feature Request: Enable Automatic Insertion and Renumbering of Top-Level Clauses in OverSuite

OverSuite currently treats newly added paragraphs as sub-clauses (for example, 7.2) and does not support the automatic insertion of new top-level clauses (for example, Clause 8). When users need to add a new main clause, they must manually enter t...

Created 24 Sep 12:58 by Guest

OverSuite

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85 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

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26 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

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42 Vote

Produce separate engagement letters from one proposal

We might be sat with a client discussing their 2 businesses, their payroll (which we have a separate engagement letter for) and their personal tax returns. We can produce a full proposal in the meeting so they have visibility of everything price-w...

Created 28 Mar 13:53 by John Burgess

Existing Feature

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37 Vote

Annual Pricing

Currently the proposals only have Monthly and One-Off cost headings. We charge some of our clients annual, So it doesn't fit in under either of the above. Having a third heading of annual would be very beneficial.

Created 24 May 08:49 by Guest

New Feature

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27 Vote

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

Emails would appear more authentic and legitmate if we can incorporate our firm name into the outgoing email address, or send from our personal email address/a central firm email address

Created 23 May 22:10 by Emily Wilson

Configurations

Great Idea Currently In The Works
22 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

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24 Vote

Testimonial selection

As a firm we have 4 partners and 15 managers, and we generally allocate each client a partner and a manager so they have two possible points of contact. We like our proposals to have testimonials from the partner and manager involved so the client...

Created 23 Feb 09:21 by Jonathan Mackie

Configurations

Great Idea Currently In The Works
25 Vote

Automated clearance letters

As with the engagement letter, clearance requests could be assigned in the line items and generate an internal document when the proposal is accepted. It could be attached on the same "WAHOO!!!...." email with the LOE.

Created 22 Jun 09:12 by Guest

OverSuite

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26 Vote

Proposal Tracking and Insights

To be able to track when proposals have been viewed, by who and at what times - so you can gain better insights as to how your pipeline is performing.

Created 09 Feb 15:22 by Danielle Fisher

New Feature

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