GoProposal Ideas Portal

2 Vote

Removal of Step 3 before signing

Hi I would to request that once you receive an email to sign your proposal and open it, then Step 3 can be removed regarding payment terms.

Created 09 May 07:37 by Guest

Engagement Letter Request

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3 Vote

The ability to add new and custom sections to OverSuite

Currently you can add new (custom) paragraphs to the OverSuite Engagement Letters, however the ability to add new sections at the end and throughout the terms and conditions would be great.

Created 17 Mar 09:16 by Danielle Fisher

Engagement Letter Request

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1 Vote

Ability to change trading name that engagement paperwork comes from

If the firm operates under two trading names for different aspects of work (eg. ABC Limited for general accountancy and ABC (Audit) Limited for Audit work) then the ability to select which name appears on the engagement paperwork for general v aud...

Created 09 Jul 08:58 by Victoria Ferguson

Create LOE

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1 Vote

WAHOO Emails to be generated even without a direct debit mandate setup

It would be good to still get a WAHOO your proposal has been signed even if a client doesn't setup a direct debit as may have other means of making payment. We seem to be loosing sight of who is signing on those that haven't committed to the direc...

Created 28 Mar 11:10 by Guest

Engagement Letter Request

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1 Vote

FCA Client Assets Report Engagement Letter

Please can we have a template for FCA Client Assets Report

Created 27 Mar 11:31 by Guest

Engagement Letter Request

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1 Vote

Summary of services

It would be great to have a page which list down all services we have selected to have it one single page and easy to refer by client and us.

Created 18 Dec 16:11 by Dishant Desai

Service Schedule request

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2 Vote

Flexibility and control over the order of your Letter of Engagement sections

To be able to re-order sections within your Letters of Engagement (such as the terms and conditions) so they appear in your place of choice.

Created 28 Apr 15:03 by Danielle Fisher

OverSuite

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1 Vote

Ability to change text within the Oversuite templates

I would like to amend some wording in the Oversuite template and apply it to all of the line items. Currently I have to update each individual line item.

Created 29 Mar 06:06 by Guest

OverSuite

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1 Vote

Ability to add section to engagement letter T&C's

Currently we don't have the ability to add new sections within the Oversuite engagement letter terms and conditions. This can't be done in between two existing sections or even at the end of the document.

Created 16 Jan 16:09 by Guest

Create LOE / OverSuite

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1 Vote

Anything in the pipeline for Isle of Man legislation to be quoted on the LOEs?

I have raised this with my client success mgr too but thought I would stick it here in case others need it or have already suggested it. I am an IOM based company so my law is slightly different and we have different Acts to quote. It would be ben...

Created 05 Aug 11:05 by Guest

Engagement Letter Request / OverSuite

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