GoProposal Ideas Portal

1 Vote

Not showing the modifiers on the quote.

So the client cant see the modifiers.

Created 11 Mar 14:52 by Guest

New Feature

0 We're Taking A Look At This
17 Vote

Is there any way that emails from Go Proposal could come from accountant's address rather than from noreply@mailgun.goproposal.com?

Our clients can never trace those emails and they don't look legit for them

Created 28 Nov 11:15 by Guest

New Feature

0 We're Taking A Look At This
35 Vote

Annual Pricing

Currently the proposals only have Monthly and One-Off cost headings. We charge some of our clients annual, So it doesn't fit in under either of the above. Having a third heading of annual would be very beneficial.

Created 24 May 08:49 by Guest

New Feature

3 We're Taking A Look At This
2 Vote

Sending Reminders to potential Clients to sign up and the amount of days left until expiry

Automatic Chasing, dont need to keep reminding

Created 20 Jan 10:57 by Guest

New Feature

0 We're Taking A Look At This
4 Vote

Automatic email chaser for "live" engagement/proposals

It would be useful to have an automatic follow up for the "live" proposals which have not yet been approved. This could be altered in frequency so it chasers up every week that the proposal is no approved for example. Being able to update the emai...

Created 10 Oct 12:19 by Guest

New Feature

0 We're Taking A Look At This
20 Vote

Automatically add follow up dates to my calendar

Follow up dates chosen when creating a proposal to sync with the calendar of the person producing it!

Created 26 May 09:09 by Danielle Fisher

New Feature

3 We're Taking A Look At This
1 Vote

Automatically notify team of renewals

When a proposal has run a term (be that 3/6/9/12 months) an automatic reminder sent to dash board or email to review/renew

Created 06 Feb 16:13 by Guest

New Feature

0 We're Taking A Look At This
5 Vote

Clearance Letters

Adding the functionality to be able to email clearance from GP would be most useful.

Created 24 Jun 09:13 by Guest

New Feature

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10 Vote

Report showing services and prices by client

This would enable us to see the total revenue generated by each line item and to break this down by client

Created 14 Jul 10:30 by Penelope Allard

New Feature

1 We're Taking A Look At This
9 Vote

Practice Management in GoProposal

For GoProposal to build it's own practice management system.

Created 01 Jun 14:57 by Danielle Fisher

New Feature

1 We're Taking A Look At This