GoProposal Ideas Portal

3 Vote

Contacts Area - Field chooser

Ability to add in more fields on the contact list page (primary contact, email, phone number etc).

Created 14 Feb 13:39 by James Pullein

New Feature

0 We're Taking A Look At This
2 Vote

Do not have Engagement Letter sections begin on a new page

Each section of the engagement letter begins on a new page rather than after the preceding paragraph.

Created 13 Nov 18:00 by Guest

New Feature

1 Not In Our Plans Right Now
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

0 We're Taking A Look At This
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

1 We're Taking A Look At This
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

0 We're Taking A Look At This
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

0 We're Taking A Look At This
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

0 We're Taking A Look At This
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

1 We're Taking A Look At This
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

0 We're Taking A Look At This
2 Vote

Download line items fee list into csv or excel, not just pdf, pretty please

Want to undertake a line item fee comparison with other colleagues and need to be able to compare and elicit variances.

Created 25 May 13:45 by Guest

New Feature

0 Great Minds Think Alike - This Exists Today