GoProposal Ideas Portal

4 Vote

Sort out the tick images on the Proposal (changed over the weekend of 16 Dec 2023)

GP have run an update and now the proposal screen is very unclear with the ticks with pale green for selected, pale green shading for road map and dull tick for not included. Previously if something wasn't selected the tick was not visible - much ...

Created 18 Dec 16:53 by Libby Berg

Create Proposal

1 Great Ideas Delivered
2 Vote

Fees in proposal

The fees in proposal option seems to have been removed to allow you to either hide or show the breakdown. We would very much appreciate this feature to be re-instated to allow the option for each individual client. Or at least the option to allow ...

Created 11 Jan 13:00 by Guest

Configurations

1 Great Ideas Delivered
1 Vote

Customise Date Format

Currently the follow up date appears yyyy/mm/dd on proposal emails and cannot be changed. UK and Irish date format is more often dd/mm/yyyy

Created 25 Aug 10:54 by Guest

Templates

0 Great Ideas Delivered
1 Vote

I want to prevent team members from being able to override the pricing on the proposal

I get comfort from having srt the pricing - means I gert let the team loose without the fear of them agreeing a pricing that is too low by them overriding a fee. This should only be able to be done by certain users with that permission.

Created 23 Jul 19:32 by Guest

User Management (Roles)

0 Great Ideas Delivered