GoProposal Ideas Portal

1 Vote

Font on Contents Page to be the font selected in Company Branding

When selecting a font on the company branding page, this only applies to the general text and headings and it does not update the font on the contents page.

Created 26 Jun 10:25 by Guest

Configurations

0 We're Taking A Look At This
23 Vote

Option to generate reports to show a list of clients who have a particular service

It would be helpful to be able to report a list of clients who take up a particular service, for example, those who have registered office.

Created 29 Apr 11:02 by Guest

Go Proposal

1 We're Taking A Look At This
7 Vote

Enter an annual fee that is not a one off

Give the option to enter the annual fee rather than having to divide this by 12 and enter a monthly amount before selecting annual. Not all figures are divisible by 12 such as £1000 which means the LOE looks incredibly unprofessional going out as ...

Created 13 Jan 10:43 by Guest

Pricing

3 We're Taking A Look At This
1 Vote

The system uses incorrect template for Reminder emails for unsigned Letters of Engagement

The reminder email to sign the Letter of Engagement currently uses the same template as the additional signatory email. These templates should not be the same, as they need to communicate different messages. Using a single, generic email can confu...

Created 02 Jun 12:21 by Guest

Templates

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24 Vote

Incorporate practice name into outgoing email address (remove 'mailgun')

Emails would appear more authentic and legitmate if we can incorporate our firm name into the outgoing email address, or send from our personal email address/a central firm email address

Created 23 May 22:10 by Emily Wilson

Configurations

2 Great Idea Currently In The Works
24 Vote

Testimonial selection

As a firm we have 4 partners and 15 managers, and we generally allocate each client a partner and a manager so they have two possible points of contact. We like our proposals to have testimonials from the partner and manager involved so the client...

Created 23 Feb 09:21 by Jonathan Mackie

Configurations

0 Great Idea Currently In The Works
3 Vote

Allow quotes for items on hourly billing

We prefer to bill bookkeeping on an hourly rate and also complete VAT returns at the same time but as there is no option to set up hourly billing we cannot add the services with an engagement letter to the proposal

Created 19 Feb 11:31 by Katrina Turton

Pricing

0 We're Taking A Look At This
14 Vote

Alternative to GoCardless

with GoCardless not prepared to defend or give the opportunity to defend fraudulent refund claims an alternative such as Stripe should be within the system.

Created 06 Jul 16:21 by Guest

Integrations

2 We're Taking A Look At This
3 Vote

Filter to sort proposals by Signed, won date

We have so many proposals for many advisors. We can't remember the created dates. All we care about if the won or signed date. This would allow us to review all won proposals by the most recent easily.

Created 16 Jan 14:26 by Guest

Proposal Dashboard

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2 Vote

'Printed/Filed' button on the actions list

Add a 'Printed' or 'Filed' button on the actions list to enable multiple users to know that the document has already been filed in a physical file.

Created 12 Mar 12:48 by Sophie B

Proposal Dashboard

0 We're Taking A Look At This