GoProposal Ideas Portal

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

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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4 Vote

Show Transaction Volumes On Invoices

To make fee reviews easier from Xero, show variations on invoices. For example, the number of staff on payroll or the number of transactions.

Created 08 Mar 09:11 by Danielle Fisher

Existing Integration

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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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2 Vote

Can we set a default for the alignment fee to be spread over the remainder of the agreement rather than as a one-off which no one goes for?

It's a pain having to remember to switch the alignment fee from up front to over time and team members forget being sending out the proposal and causing us to have to redo the proposal and invoicing

Created 15 Sep 13:36 by Guest

Configurations

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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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1 Vote

show both monthly recurring costs and annualised recurring costs with the proposal

it is not currently possible to show both monthly costs and annualised costs in the proposal

Created 29 Jul 14:53 by Victoria Ferguson

Pricing

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3 Vote

Pricing: Ability to charge a monthly retainer with a success fee.

The ability to charge a monthly retainer but bolt on a success fee for Corporate Finance work.

Created 20 Sep 09:25 by Danielle Fisher

New Feature

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3 Vote

Export to excel

Export contact lists and AML risk-assessment renewals, to do list, etc to excel

Created 06 Sep 13:58 by Guest

New Feature

2 We're Taking A Look At This