GoProposal Ideas Portal

8 Vote

Oversuite Schedules for share transfers and share splits

I have to complete a share transfer form and also split some shares for a client.

Created 06 Jun 15:01 by Guest

OverSuite / Service Schedule request

3 Great Idea Currently In The Works
1 Vote

Allow merge fields in engagement letter wording

I have been trying to use merge fields in the T@Cs of an engagement letter and it isn't working. I contacted Go Proposal and they have said this is not an option at the moment.

Created 08 Jan 16:06 by Claire McSorley

OverSuite

0 We're Taking A Look At This
3 Vote

Option to edit Oversuite documents such as the professional clearance request

Pulling the oversuite documents directly from the proposal is a great idea, however it's a shame these documents aren't customisable like the other areas of GoProposal are.

Created 11 Jan 13:34 by Guest

Key Documents

1 We're Taking A Look At This
2 Vote

AAT logo added to professional body legend

to enable AAT member firms to use the AAT logo on letterhead

Created 09 May 10:41 by Guest

Create LOE

0 We're Taking A Look At This
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

1 We're Taking A Look At This
5 Vote

Professional Clearance Letter - VAT certificate

On the Professional Clearance letter under the VAT section please can we add in a request for the VAT certificate. It's a fairly common request as the clients never know how to download one or have a copy and we still have to jump through hoops wi...

Created 11 Feb 12:26 by Guest

Key Documents / OverSuite

1 Great Minds Think Alike - This Exists Today
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

0 We're Taking A Look At This
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

0 We're Taking A Look At This
2 Vote

ACCA logo added to professional body legend

to enable ACCA member firms to use the ACCA logo on letterhead

Created 05 Apr 10:10 by Guest

Create LOE

0 Great Idea Currently In The Works
2 Vote

Allow a logo in the Letterhead without having Oversuite

At the moment you can only include a Logo in your Letterhead if you are using Oversuite. However Oversuite is not available in my country and so we cannot use it therefore we cannot use the logo feature. In my country it is compulsory to have the ...

Created 06 Feb 12:02 by Guest

Create LOE / New Feature

0 Great Idea Currently In The Works