GoProposal Ideas Portal

1 Vote

Add Custom ID Field to identify clients

Create a custom ID field (for the contacts or new dashboard views) so that we can match against existing external client databases where a integration is not possible. This field should also be included in the Zapier data being passed as well as a...

Created 30 Aug 09:57 by Guest

New Feature

0 Great Idea Currently In The Works
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

0 We're Taking A Look At This
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

0 We're Taking A Look At This
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

0 We're Taking A Look At This
1 Vote

GoProposal AML: Risk Assessments for Charities

A template designed for a charity.

Created 04 Aug 12:45 by Danielle Fisher

New Feature

1 We're Taking A Look At This
1 Vote

separate Schedule of Service

"produce a summary schedule of service not the full gp quote for the client"

Created 11 Jul 08:25 by Jamila Osman

New Feature

0 Not In Our Plans Right Now
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

0 We're Taking A Look At This
1 Vote

Proposal Opened Audit Trail and Notification

Get notified and keep audit trail of each time the prospect opens a proposal

Created 09 Jun 13:30 by Guest

New Feature

0 One For The Future
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

0 We're Taking A Look At This
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

0 We're Taking A Look At This