GoProposal Ideas Portal

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

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

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2 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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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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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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2 Vote

View and export fee split

To see what fees you have quoted/won for each section of the proposal, eg payroll, bookkeeping. Year end, management accounts

Created 01 Mar 21:20 by Nicola Hageman

New Feature

3 Great Minds Think Alike - This Exists Today
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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