GoProposal Ideas Portal

1 Vote

Proposal Versions to be able to mark earlier versions as inactive

You do not want prospects opening the wrong version but want to retain the story.

Created 19 Jul 09:57 by Guest

Proposal Dashboard

0 We're Taking A Look At This
2 Vote

Grouping versions of proposals together - like is was!

Please can we have the old style of looking at the proposals we have drafted and sent. Currently they are all separate and I can't see the draft of a proposal without search for the company. Previously they were all grouped meaning I could look at...

Created 19 Feb 20:10 by Kelly Graham

Proposal Dashboard

0 We're Taking A Look At This
1 Vote

To be able to run a report of new proposal won by sign up date not created

Can only see sign-ups by creation date which could be months before sign up.

Created 26 Feb 11:28 by Guest

Proposal Dashboard

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