GoProposal Ideas Portal

19 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
1 Vote

Exporting contacts to CSV

It would be good to be able to export the contacts into a csv of have an integration with Mailchimp

Created 19 Nov 10:05 by Guest

Contact Hub

0 We're Taking A Look At This
21 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
23 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
13 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
11 Vote

Options on Dashboard vs Proposal landing page

When you log in to GP, it goes to a horrible page with blurred figures, meaning you either need to click to unblur or create a proposal. Moreover, it means when you're in a meeting with a client it looks like you've got something to hide. GP tells...

Created 27 Jul 08:38 by Peter Watkins

Configurations

5 Great Idea Currently In The Works
3 Vote

Ability to discuss tax affairs with spouse

Include cover in proposals to enable us to discuss tax affairs with a spouse

Created 25 Jun 20:28 by Emily Wilson

Templates

0 We're Taking A Look At This
3 Vote

An option for a global increase in prices

a function that allows you to increase all or select line items by % increase to save having to update each price

Created 11 Apr 20:01 by Guest

Pricing

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3 Vote

to be able to amend the wording on the disengagement letters or create them without needing a won proposal

Sometimes the wording on the disengagement letter doesn't fit in with the client we are sending it to, for example, if they were a client before we began using Go Proposal they may not have had a letter of engagement generated on here but we cant ...

Created 05 Apr 12:14 by Guest

Go Proposal

1 We're Taking A Look At This
6 Vote

Export line items with client information

To be easily able to generate a list of clients that have signed up for a certain service. Particularly useful if a certain service is outsourced and you need to send a client list to the outsourcer.

Created 03 Apr 10:40 by Oliver Blackmore

Configurations

0 We're Taking A Look At This