GoProposal Ideas Portal

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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3 Vote

Bulk Send Letters of Engament

Once contacts are created, we should be able to select those we want to send LOE's or Proposals etc to and have them all sent out automatically. Currently its a manual process.

Created 23 May 10:27 by Guest

New Feature

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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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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

Import Xero Contacts to Contact Hub

The ability to import Xero contacts into the contact hub.

Created 09 Mar 13:29 by Danielle Fisher

Existing Feature

Not In Our Plans Right Now
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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4 Vote

Contacts Area - Field chooser

Ability to add in more fields on the contact list page (primary contact, email, phone number etc).

Created 14 Feb 13:39 by James Pullein

New Feature

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2 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

Templates

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2 Vote

Can you add an option where we can change the topic above the table with the amounts in proposal?

We want an option where we can change the topic above the table with the amounts in the proposal. Ex: We wanted to change 'One-off Cost' into 'Success Fee'

Created 05 Jun 09:27 by Guest

New Feature

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