GoProposal Ideas Portal

8 Vote

GoProposal to integrate with Companies House

Pre-fill known info on a company at the create proposal and add contact stages, by searching through Companies house. Data sets include company name, company registered address, and names of beneficial owners and directors.

Created 12 Sep 12:39 by Danielle Fisher

New Feature

0 One For The Future
9 Vote

Live Proposal and Engagement Letter Portals

As opposed to proposals and engagement letters being in PDF format, your clients will be able to login to a live portal containing all of the up to date proposal and engagement letter information.

Created 09 Feb 20:30 by Danielle Fisher

New Feature

2 One For The Future
8 Vote

Notification Centre in GoProposal

To have a notifications centre embedded in GoProposal personalised to your firm. This would provide you with key info such as: Proposals recently accepted Renewals you need to take a look at Proposals you need to follow up on Reminders of actions ...

Created 22 Feb 10:39 by Danielle Fisher

New Feature

1 One For The Future
3 Vote

Pricing: Ability to charge by % e.g. of a claim

To be able to price a line item using a %, for example of a final agreed claim.

Created 20 Sep 09:22 by Danielle Fisher

New Feature

0 One For The Future
1 Vote

Allow us to see what line items have been selected by client

Either as a filter option in the proposals or a way to export a list that shows all our line items and which clients have got them.

Created 17 Oct 12:51 by Guest

New Feature

0 One For The Future
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