GoProposal Ideas Portal

1 Vote

Client details in Go proposal auto populated into Go Cardless when clients sign up for payments

The name on the proposal created in Go proposal to be automatically added to Go cardless.

Created 16 Jan 00:50 by Guest

Existing Feature

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1 Vote

To be able to export all line items includinng descriptions and reimport after amendments

We have many line items and it is time consuming opening every one to check if details needs updating.

Created 27 Sep 12:46 by Guest

Existing Feature

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1 Vote

Proposal Filtering issue on "Live"

When you filter for “Live” proposals, I would have expected those that have Clients not yet either been “won” or “lost”, however if you have created another version of the proposal following a meeting or something because the initial proposal is s...

Created 07 Sep 15:34 by Kat Sleight

Existing Feature

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1 Vote

Allow later years for the financial period end

We will sometimes waive onboarding fees for clients if they sign up for a 3 year contract, so would prefer to be able to go later than 2024

Created 24 Aug 13:56 by John Burgess

Existing Feature

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1 Vote

being able to filter clients in the contact tab

a filter to customise the range displayed

Created 10 Aug 08:11 by Guest

Existing Feature

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1 Vote

invoice filter to allow greater than 60 days

because whist it feeds into Xero it would be more useful to track the sales in GP for montoring and renewals

Created 09 Aug 10:16 by Guest

Existing Feature

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1 Vote

Alignment fee calculation positioning

When a client quote is marked for an alignment fee instead of paying a catch up amount the alignment calculation only appears on the actual proposal. This would be ideal if this alignment calculation could appear just under where you mark the prop...

Created 18 Jul 11:35 by Guest

Existing Feature

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1 Vote

Client accepted and signed emails

Currently there is only one email template to go to clients once they have approved a proposal. There is no way to customise this according to what template was sent (renewal/proposal/LOE). Could this be moved so that it is an email template withi...

Created 30 May 14:24 by James Pullein

Existing Feature

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1 Vote

Move sections up and down via buttons (rather than drag and drop)

When creating a new section it add it right at the bottom. Moving it up is quite arduous and cumbersome when working off a laptop. Simple fix to have a button to move up or down would be great - similar to what you can do in MS ppt for slide secti...

Created 19 May 07:23 by Guest

Existing Feature

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1 Vote

Proposal to quote the generic overall start date so that for services without 'key' dates, it's clear on the expectation of the start date

Not all services have 'key dates' - and without them, there's no start date to the proposal of the engagement letter. The alternative would be to have a key date for everything - but then the option to make key dates optional is pointless instead....

Created 10 May 08:19 by Guest

Existing Feature

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