GoProposal Ideas Portal

1 Vote

Allow Changing name of addressee

When creating a letter of engagement for a trust of estate, I want to be able to change the name of the addressee to a trustee/executor etc - at the moment it comes up with the estate or trust name.

Created 26 Mar 16:01 by Sophie B

Engagement Letter Request

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5 Vote

Email Reminders for unsigned Letters Of Engagement

It would be useful to have the facility to send reminders to sign Engagement Letters. It would be good to have the option of an automatic reminder and some associated settings e.g. turn on or off, reminder email text, timescale/frequency. It would...

Created 17 Jan 11:46 by Guest

Engagement Letter Request

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2 Vote

Removal of Step 3 before signing

Hi I would to request that once you receive an email to sign your proposal and open it, then Step 3 can be removed regarding payment terms.

Created 09 May 07:37 by Guest

Engagement Letter Request

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3 Vote

The ability to add new and custom sections to OverSuite

Currently you can add new (custom) paragraphs to the OverSuite Engagement Letters, however the ability to add new sections at the end and throughout the terms and conditions would be great.

Created 17 Mar 09:16 by Danielle Fisher

Engagement Letter Request

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1 Vote

WAHOO Emails to be generated even without a direct debit mandate setup

It would be good to still get a WAHOO your proposal has been signed even if a client doesn't setup a direct debit as may have other means of making payment. We seem to be loosing sight of who is signing on those that haven't committed to the direc...

Created 28 Mar 11:10 by Guest

Engagement Letter Request

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1 Vote

FCA Client Assets Report Engagement Letter

Please can we have a template for FCA Client Assets Report

Created 27 Mar 11:31 by Guest

Engagement Letter Request

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1 Vote

Anything in the pipeline for Isle of Man legislation to be quoted on the LOEs?

I have raised this with my client success mgr too but thought I would stick it here in case others need it or have already suggested it. I am an IOM based company so my law is slightly different and we have different Acts to quote. It would be ben...

Created 05 Aug 11:05 by Guest

Engagement Letter Request / OverSuite

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