GoProposal Ideas Portal

1 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

Have a repository for deleted proposals

Currently proposals that are deleted cannot be recovered. This is a flaw in the system, because Proposals can easily be deleted accidently like I did in this case. Also when you have teams involved, mistakes can be made by team members and in some...

Created 17 Aug 10:14 by Guest

New Feature

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2 Vote

additional section for text for charities/trustees

It would be great to have a section for charities to be able to state under the signatory section "signatory on behalf of the board of trustees of XX"

Created 15 Aug 13:43 by Louisa Willcox

New Feature

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2 Vote

GoProposal AML: AML Policies & Documentation

A wizard that allows you to automatically create compliant AML policies for your firm.

Created 10 Aug 08:45 by Danielle Fisher

New Feature

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2 Vote

The options to create and show variation of quotes on the same quotation for the client to select

so that where the client has partners he cannot always make a decision of what options

Created 09 Aug 10:20 by Guest

New Feature

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2 Vote

Split billing for directors and Ltd

When sending a proposal that cover both the director and Ltd, allow for the director to be billed seperate to the Ltd.

Created 18 Jul 16:03 by Guest

New Feature

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2 Vote

Have different proposal styles to choose from on sign up

A suite of different templates designed so you can pick one that is closest to your firms own style (it can still be tweaked). Choose between formal, informal, graphics, simple etc.

Created 08 Jun 09:00 by Danielle Fisher

New Feature

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2 Vote

Adding a new Service Schedule to a drop down list

To have the ability to add a Service Schedule to a line item and save this so it can be selected from another line item from a drop down list (similar to how SS's are selected from the Smart Service Schedules from OS).

Created 26 Apr 13:34 by Nuala Turnbull

New Feature

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2 Vote

Contact search bar needed for multiple entities feature

When utilising the multiple entities feature for creating a proposal, the contact search bar only shows for the first contact/entity, however when a second entity is added there's no option to search for another contact you have to enter their det...

Created 12 Apr 07:53 by Guest

New Feature

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2 Vote

Add Bespoke Wording to Services Detail

The ability to define scope in more detail under the related line item would be really helpful. This would show under the service details in the proposal, and much more likely to not be missed by the client as currently we need to add this all to ...

Created 01 Apr 15:24 by Guest

New Feature

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