GoProposal Ideas Portal

1 Vote

VAT & Pricing Tool set up options

Rather than the Pricing Tool set up applying to all templates. It would be useful to allow the Pricing Tool set up to apply to specific templates so that you could select the relevant pricing tool setup. Ie one where the VAT is set at 20% and one ...

Created 11 Jan 13:07 by Guest

Configurations

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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

Templates

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3 Vote

Stop 'lost' proposals generating invoices

If a proposal previously marked as 'won' is then marked as 'lost' the repeating invoice still generates and has to be stopped seperatly. A pop up reminder to delete the repeating invoice would be helpful, or even better - all 'lost' proposals woul...

Created 28 Feb 13:56 by Emily Wilson

New Feature

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3 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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1 Vote

Could you please add a title box to the contact details

We have many Doctors etc that are clients and it would look more professional etc. if we were able to use the correct title for them.

Created 20 Dec 16:58 by Guest

Contact Hub

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1 Vote

Summary of services

It would be great to have a page which list down all services we have selected to have it one single page and easy to refer by client and us.

Created 18 Dec 16:11 by Dishant Desai

Service Schedule request

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1 Vote

Customise your dashboard and save as Default Dashboard

Would love it if I could set the Dashboard to certain settings and then save it so it always displays like that initially rather than filtering the View drop downs each time to my chosen version. Once you filter in it various ways you could then c...

Created 14 Dec 12:26 by Libby Berg

Proposal Dashboard

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1 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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1 Vote

Variations at service level rather than under each line item

It would be really useful to have variations at service level. My example is for bookkeeping services where naturally all of the line items would be performed at the same frequency and would be of the same complexity (as this depends on client/ind...

Created 25 Oct 13:22 by Guest

Line Items

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2 Vote

Have a repository for deleted proposals

Currently proposals that are deleted cannot be recovered. This is a flaw in the system, because Proposals can easily be deleted accidently like I did in this case. Also when you have teams involved, mistakes can be made by team members and in some...

Created 17 Aug 10:14 by Guest

New Feature

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