GoProposal Ideas Portal

3 Vote

Ability to discuss tax affairs with spouse

Include cover in proposals to enable us to discuss tax affairs with a spouse

Created 25 Jun 20:28 by Emily Wilson

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1 Vote

Edit Contents Page & placement of full page pdfs

The ability to choose where the full page pdfs sit within the proposal & the being included within the contents. Currently they are not included in the contents page so that page doesnt include all of the contents We have been working on impro...

Created 05 Jun 09:54 by Guest

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1 Vote

Flexibility on Template

It would be useful to have more template options or be able to create our own templates.

Created 30 Apr 16:42 by Guest

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1 Vote

Adding a Principal that is not a user

Currently we can only assign a principal if they are set up as a user.

Created 30 Apr 16:39 by Guest

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1 Vote

Add images to email signature

Our email signatures feature our logo and software accreditations. Please can you allow these images to be added to the teams email signatures?

Created 15 Feb 15:31 by Guest

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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

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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

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