GoProposal Ideas Portal

5 Vote

Secondary contact details on proposal - pull from Senta

Please can we set up the secondary contact on a proposal to be able to be pulled directly from Senta like the primary contact.

Created 16 Feb 09:57 by Guest

New Feature

1 We're Taking A Look At This
4 Vote

Add Renewal Date Required & Reminder

When creating a proposal allow a section for a renewal reminder, so we can update our service levels every 3 months. Rather than just the client year end which it currently on reminds on.

Created 15 Aug 11:35 by Kelly Graham

New Feature

2 We're Taking A Look At This
4 Vote

Add Quarterly billing to clients

Allow pricing to be set by a quarterly charge rather than monthly or annually

Created 03 Aug 11:18 by Guest

New Feature

0 We're Taking A Look At This
4 Vote

Provide sizing guidelines for upload of branding logos etc

It would be useful to have guidelines based on sizes of space, eg. height and width, rather than just MB size so that we can upload branding into the different spaces provided.

Created 25 Apr 11:38 by Guest

New Feature

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1 Vote

Add Crezco as a payment option when client sign engagement letter

A lot of accountants are now switching to Crezco (https://www.crezco.com/) as a payment option for clients. This would be a good addition if this was an option.

Created 09 Apr 11:12 by Guest

New Feature

0 We're Taking A Look At This
4 Vote

Quick and Easy Renewal Process (No Scope Change)

We put our prices up annually for inflation on all line items in GoPro. The ability to hit a renewal button on the latest proposal to quickly send out a renewal notification to our clients (where no extra services or scope change is required), wit...

Created 01 Apr 15:19 by Guest

New Feature

0 We're Taking A Look At This
4 Vote

Ability to reduce font size on Testimonials (within proposals)

Ability to reduce font size on Testimonials (within proposals). At the moment the font size is far too big and looks out of place for example on the introduction page, where the font size is "normal".

Created 10 Mar 09:14 by Josh Finn

New Feature

0 We're Taking A Look At This
3 Vote

Pricing: Ability to charge a monthly retainer with a success fee.

The ability to charge a monthly retainer but bolt on a success fee for Corporate Finance work.

Created 20 Sep 09:25 by Danielle Fisher

New Feature

0 We're Taking A Look At This
3 Vote

Pricing: Ability to charge by % e.g. of a claim

To be able to price a line item using a %, for example of a final agreed claim.

Created 20 Sep 09:22 by Danielle Fisher

New Feature

0 One For The Future
3 Vote

Export to excel

Export contact lists and AML risk-assessment renewals, to do list, etc to excel

Created 06 Sep 13:58 by Guest

New Feature

2 We're Taking A Look At This