GoProposal Ideas Portal

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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2 Vote

Get customer to sign an Authority letter when signing the proposal

give an option to allow the customer to sign an authority letter when the signing the proposal

Created 24 Nov 17:43 by Guest

New Feature

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2 Vote

Ability to run reports and extract data from contact screen

It would be useful to add fields to the contact screen (in my case client ref) but would be useful to be able to add custom fields. More importantly it would be great to be able to run reports and extract data into .csv from the contact screens.

Created 14 Nov 11:43 by Guest

Contact Hub

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2 Vote

Price breakdown per entity when using multiple entities

It would be quite confinient, when in the proposal there would also be a breakdown per entity of the price. Now we have to do this outside of the system.

Created 10 Nov 09:50 by Nico Prevoo

New Feature

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4 Vote

Provide sizing guidelines for upload of branding logos etc

It would be useful to have guidelines based on sizes of space, eg. height and width, rather than just MB size so that we can upload branding into the different spaces provided.

Created 25 Apr 11:38 by Guest

New Feature

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2 Vote

Summary / Alert box in contact hub showing total of "Action Required" contacts

Show an at a glance box on the contact hub main page showing the total number of clients that have "Action Required" status

Created 29 Oct 18:06 by Guest

AML

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4 Vote

Client Disengagement Automation with Practice Management Software and Xero

When a client disengagement letter is issued, an automation is created to stop repeating invoices being raised and sent to Xero (or other accounting software) and the client is marked as 'No Longer a Client' in eg. Accountancy Manager (or equivale...

Created 06 Apr 08:48 by Guest

New Integration

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4 Vote

Quick and Easy Renewal Process (No Scope Change)

We put our prices up annually for inflation on all line items in GoPro. The ability to hit a renewal button on the latest proposal to quickly send out a renewal notification to our clients (where no extra services or scope change is required), wit...

Created 01 Apr 15:19 by Guest

New Feature

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1 Vote

Integration with Xenon Connect

Xenon Connect is integrating with Sage Accounting and already integrated with Xero/QBO/FreeAgent. Dext Precision integration with GP already exists but firms using Xenon Connect are unable to take advantage of auto feeding in transaction volumes e...

Created 31 Jul 16:07 by Guest

Integrations

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4 Vote

Ability to reduce font size on Testimonials (within proposals)

Ability to reduce font size on Testimonials (within proposals). At the moment the font size is far too big and looks out of place for example on the introduction page, where the font size is "normal".

Created 10 Mar 09:14 by Josh Finn

New Feature

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