GoProposal Ideas Portal

39 Vote

Produce separate engagement letters from one proposal

We might be sat with a client discussing their 2 businesses, their payroll (which we have a separate engagement letter for) and their personal tax returns. We can produce a full proposal in the meeting so they have visibility of everything price-w...

Created 28 Mar 13:53 by John Burgess

Existing Feature

21 We're Taking A Look At This
2 Vote

upload or customise AppsMap icons

It is not possible to add new icons to the AppsMap feature. Adding new icons are not supported . We should be able to upload our own as we do with the company logo.

Created 17 Jul 13:36 by Marie-Helene Sheeran

Existing Feature

0 We're Taking A Look At This
8 Vote

View your conversion rates (live to accepted) on the main dashboard

Show users their average conversion rate on the main dashboard.

Created 18 Mar 13:10 by Danielle Fisher

Existing Feature

0 We're Taking A Look At This
5 Vote

Ability to duplicate whole sections

Sometimes it is necessary when adding new services to add a whole existing section. Currently only lines can be duplicated.

Created 30 Mar 19:22 by Andy Downs

Existing Feature

0 We're Taking A Look At This
5 Vote

Dropdown version numbers on the proposal dashboard

Instead of displaying all versions of a proposal, give users the ability to expand or collapse them.

Created 18 Mar 12:59 by Danielle Fisher

Existing Feature

0 We're Taking A Look At This
3 Vote

Increase the number of calculations in a line item from the current 5

Having more than 5 increases the accuracy we can build into pricing without having to increase the number of line items we have. For instance, annual accounts, we currently have one line item for this regardless of the business structure and use c...

Created 18 Aug 19:20 by Gillian Kirkman

Existing Feature

0 We're Taking A Look At This
2 Vote

Mark won or lost without making live and sending

I would like to have the ability to mark won or lost without having to make the proposal live and sending. We sometimes email a PDF and get the client's approval through another channel.

Created 02 Aug 17:00 by Guest

Existing Feature

0 We're Taking A Look At This
2 Vote

Interactive App Map

I like the idea of an interactive App Map or at least a fully loaded App Map image that can be downloaded for external use.

Created 29 Mar 15:07 by Guest

Existing Feature

2 We're Taking A Look At This
2 Vote

Show total monthly revenue (for ALL proposal types) on the dashboard

As opposed to segmenting monthly revenue by Proposal, Renewal & EWO, clients would like to see the total value of won proposals which incorporate all of these categories.

Created 18 Mar 12:47 by Danielle Fisher

Existing Feature

0 We're Taking A Look At This
1 Vote

Project Name to appear on everything especially client correspondence

We very often quote the same client/accountant for multiple different projects or clients. To differentiate, we use the Project Name field, however, this title does not appear on much at all. My client/accountant cannot see the project name from t...

Created 18 Apr 13:51 by Karen Garrattley

Existing Feature

0 We're Taking A Look At This