GoProposal Ideas Portal

1 Vote

Add option to add video to proposal - I also use Ignition and this is a nice option

I nice feature I have within ignition is to insert a video testimonial in the proposal. It is a nice feature and it shows the prospect that you are tech forward and helps sells my services.

Created 08 Jan 15:22 by Guest

Templates

0 We're Taking A Look At This
1 Vote

Could you please add a title box to the contact details

We have many Doctors etc that are clients and it would look more professional etc. if we were able to use the correct title for them.

Created 20 Dec 16:58 by Guest

Contact Hub

0 We're Taking A Look At This
1 Vote

Customise your dashboard and save as Default Dashboard

Would love it if I could set the Dashboard to certain settings and then save it so it always displays like that initially rather than filtering the View drop downs each time to my chosen version. Once you filter in it various ways you could then c...

Created 14 Dec 12:26 by Libby Berg

Proposal Dashboard

0 We're Taking A Look At This
1 Vote

Change Monthly Heading to Weekly Heading for Sales

We sell on a Weekly Subscription Schedule for Bookkeeping and Taxes and explaining our Proposal program is flawed and that monthly means weekly has caused confusion and loss of prospects.

Created 03 Nov 13:57 by Guest

Configurations

0 Not In Our Plans Right Now
1 Vote

Variations at service level rather than under each line item

It would be really useful to have variations at service level. My example is for bookkeeping services where naturally all of the line items would be performed at the same frequency and would be of the same complexity (as this depends on client/ind...

Created 25 Oct 13:22 by Guest

Line Items

0 We're Taking A Look At This
1 Vote

Change the renewal template to not create an onboarding task in AM

I don't need to do the onboarding process for my existing clients so don't require the onboarding task to be set up in Accountancy Manager. Ideally, I may even want to set up a shorter task to check their AML but not the rest.

Created 13 Oct 10:58 by Guest

Templates

0 We're Taking A Look At This
1 Vote

add placeholders in the xero integration

in the xero settings on the reference code section, are there more placeholders other than [proposal_id], eg can i have [month year] to shows August 2023 on the reference

Created 07 Aug 10:28 by Guest

Integrations

0 We're Taking A Look At This
1 Vote

Ability to toggle off Service You Have Selected details for calculation

In the proposal templates, we would like to be toggle off the grey box with the items used to calculate the line item pricing such as # of transactions per month.

Created 28 Jun 13:56 by Guest

Create Proposal

0 Great Idea Currently In The Works
1 Vote

Add a VAT Registration - Non-UK Entity line item

We are looking to have a VAT Registration - Non-UK Entity line item

Created 25 May 08:31 by Guest

Line Items

0 Great Idea Currently In The Works
1 Vote

Could you please add ATED, Annual ERS and tax specific group services to the services schedule for TAX

Our Tax department need these service schedules for inclusion in the engagement letters

Created 24 May 11:28 by Linda Blackburn

Line Items

0 Great Idea Currently In The Works