GoProposal Ideas Portal

25 Vote

AML and Risk Assesments in GoProposal

For GoProposal to handle AML including checks, risk assesments, reminders & renewals and ongoing monitoring.

Created 09 Feb 20:25 by Danielle Fisher

New Feature

0 Great Ideas Delivered
24 Vote

Follow Up Date Reminders in GoProposal

The ability to see when proposals to prospects are due for follow up as per the date set in the proposal. Currently there's no way of seeing this other than by using a Practice Management integration or Zapier.

Created 09 Feb 20:28 by Danielle Fisher

New Feature

1 Great Ideas Delivered
3 Vote

GoProposal AML: Client Document Upload Portal

An upload portal integrated with your existing client engagement process so documents for verification can be uploaded.

Created 04 Aug 11:46 by Danielle Fisher

New Feature

0 Great Ideas Delivered
2 Vote

Notification if an invoice has failed to be raised.

Is is possible to have a notification (whether that be an email or in app notification) to let you know that an invoice has failed to be raised.Whether this be a recurring monthly invoice which has failed, or a new monthly invoice for a recently w...

Created 05 Apr 08:21 by Guest

New Feature

0 Great Ideas Delivered