GoProposal Ideas Portal

2 Vote

The ability to download each client summary

It would be a great asset having that on the front of each client file

Created 23 Mar 16:24 by Guest

New Feature

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1 Vote

Allow to add different financial years (company group) for proposals for/to same beneficiary (UBO) for different companies.

To allow the set up of different financial years under 1 proposal for more than 1 company

Created 21 Dec 16:39 by Guest

New Feature

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1 Vote

Import Existing Engagement Letters From Another Proposal Software

It would be very useful to have a process to import existing signed engagement letters when migrating from another proposal sofware to Go Proposal. I think this should be a fundemental part of Go Proposal onboarding.

Created 30 Aug 13:05 by Guest

New Feature

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1 Vote

Convert app into Danish

Have a GoProposal system that can be used in Denmark

Created 19 Aug 09:41 by Nuala Turnbull

New Feature

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1 Vote

Export contact information

All contact information to be able to be exported, e.g. into Excel.

Created 17 Aug 13:10 by Guest

New Feature

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1 Vote

GoProposal AML: Customisable KYC & RA templates

To be able to create customisable Risk Assessment and KYC templates.

Created 08 Aug 13:18 by Danielle Fisher

New Feature

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1 Vote

GoProposal AML: Risk Assessments for Charities

A template designed for a charity.

Created 04 Aug 12:45 by Danielle Fisher

New Feature

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1 Vote

Ability to see all the won proposals that contain certain services e.g. can a listing that shows all won proposals with P11Ds

none to add

Created 20 Jun 09:01 by Guest

New Feature

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1 Vote

Add a billing email address

I'd like to be able to add a billing email address (my Dext one) so that the invoice goes straight into Dext, rather than having to forward an email on

Created 17 May 11:51 by John Burgess

New Feature

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1 Vote

Ability to mark 'templates' as inactive in the same way we do with line items

I'd like to be able to mark templates as inactive rather than having to prefix as 'DONOTUSE' - in the same way we can for line items. Sometimes I am testing or working on ideas and don't want them to show

Created 13 May 10:13 by Emily Wilson

New Feature

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