GoProposal Ideas Portal

2 Vote

User Permissions

Prevent users being able to edit the details when completing a proposal and/or letter of engagement. Being able to set up a role where it locks the proposal introduction, letter of engagement, customer email and staff email.

Created 29 Jan 13:58 by Guest

User Management (Roles)

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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

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1 Vote

When using multiple entities there needs to be an option for Trusts

When using multiple entities there is no option for Trusts or Charities, these should be in there as they are options for Letters of Engagement.

Created 27 Feb 14:29 by Russell Henderson

Create Proposal

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2 Vote

Please change the default for the dashboard to show data

We would like the option to have the default view as show data or hide data, not return to hide data every time

Created 20 Dec 15:59 by Guest

Proposal Dashboard

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1 Vote

Multiple or Dropdown to other versions of Terms & Conditions

We have two companies here, each with their own terms and conditions. Therefore it would be handy if we could have a drop down in the T&Cs so we could pick which version we need.

Created 18 Feb 07:02 by Guest

Templates

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2 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

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1 Vote

Email notification for lost proposals

Email notification for any proposals that have been marked as lost.

Created 31 Jan 13:16 by Guest

Proposal Dashboard

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1 Vote

Allow an export of all contacts and current status etc. to excel.

This would then enable work to be carried out on the contacts that require things doing on them and passing them on to team members to do.

Created 29 Jan 16:05 by Jason Butler

Contact Hub

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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

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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

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