GoProposal Ideas Portal

1 Vote

Make the API public

to allow for custom integration

Created 21 Aug 14:19 by Marie-Helene Sheeran

New Integration

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5 Vote

Archive for proposals

i’d like to archive lost proposals instead of deleting in case they come back and I can refer back to what I quoted before. I like green buttons on my dashboard so don’t want to mark as lost.

Created 21 Mar 23:11 by Guest

New Integration

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4 Vote

Client Disengagement Automation with Practice Management Software and Xero

When a client disengagement letter is issued, an automation is created to stop repeating invoices being raised and sent to Xero (or other accounting software) and the client is marked as 'No Longer a Client' in eg. Accountancy Manager (or equivale...

Created 06 Apr 08:48 by Guest

New Integration

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2 Vote

Pixie Integration

Integrate Go Proposal with Pixie

Created 10 Jun 10:38 by Guest

New Integration

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1 Vote

proposal wording can it be changed to service proposal on the first page

Service proposal for rather Proposal for on the fornt page of the proposal

Created 27 Jul 08:54 by Guest

New Integration

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1 Vote

Practice Engine integration

Is there an integration planned with Practice Engine?

Created 07 Jun 16:28 by John Burgess

New Integration

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