GoProposal Ideas Portal

5 Vote

Make PDF read "FINANCIAL YEAR END".

At the moment it reads YEAR END which has confused one of my clients as he wondered why it did not say DECEMBER.

Created 03 Mar 15:10 by Guest

New Feature

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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

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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
2 Vote

Get customer to sign an Authority letter when signing the proposal

give an option to allow the customer to sign an authority letter when the signing the proposal

Created 24 Nov 17:43 by Guest

New Feature

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2 Vote

Price breakdown per entity when using multiple entities

It would be quite confinient, when in the proposal there would also be a breakdown per entity of the price. Now we have to do this outside of the system.

Created 10 Nov 09:50 by Nico Prevoo

New Feature

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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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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

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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

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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

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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