GoProposal Ideas Portal

1 Vote

Better Filter on contacts

currently filter on contacts is very restricted to a date, need a simpley category we can name, eg office, source etc etc

Created 23 May 10:29 by Guest

Contact Hub

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1 Vote

Automation of AccountancyManager registration email

GP users who use AM as their practice management system have to manually send a client registration email via AM once the client has accepted the proposal in GP. It would be amazing if this process could be automated.

Created 31 Mar 10:28 by Guest

Integrations

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1 Vote

Contacting Clients

Creating a report to show what contact consent clients have chosen to help with marketing (and GDPR!)Having to look through every proposal is very time consuming when the data is already being collected, a simple report listing clients and their c...

Created 21 Mar 13:01 by Guest

Contact Hub

0 One For The Future
1 Vote

Stop line item description overriding product/service description on QuickBooks invoice via integration.

When a proposal is accepted the description on the product/service on QuickBooks integrated with the GoProposal line items are overridden by the GoProposal line item description. Can there be a way to switch this off so it uses just the QuickBooks...

Created 15 Mar 16:26 by Guest

Integrations

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1 Vote

Create job in XPM once proposal has been won

practice ignition has this feature

Created 20 Jan 09:31 by Guest

Integrations

0 One For The Future
1 Vote

Adding more payment methods such as weekly, bi-weekly, and bi-monthly

It will helpful to have more ways to be able to help our clients as well as the firm.

Created 06 Jan 18:57 by Guest

Electronic Check / Line Items

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0 Vote

Multi-Currency Options

It would be great to add a feature/upgrade where we can raise different proposals in different currencies, without having to change the default currency setting in the background.

Created 09 May 08:34 by Guest

Go Proposal

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