GoProposal Ideas Portal

1 Vote

Is there any way that I can remove this 'Costs' column in the proposal. I only want to show the services there?

In the current proposal when we don't want to show and amount it shows as £0. But we only need to show the services in that proposal.

Created 05 Jun 09:21 by Guest

New Feature

0 We're Taking A Look At This
1 Vote

Be able to remove line items from repeating invoices

Be able to remove line items from repeating invoices instead of having the delete the repeating invoice and then reraise the quote. The other workaround is to delete the repeating invoice in GoProposal and then raise a repeating invoice in Xero wh...

Created 04 Jun 10:08 by Guest

Line Items

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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
2 Vote

Multiple entities feature to have a charity option

The multiple entities feature has sole trader, individual, ltd co etc but nothing for a charity or a club.Has been requested by a few users if it's something we can look at.

Created 13 Jul 13:55 by Guest

Create Proposal

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3 Vote

Increase the number of calculations in a line item from the current 5

Having more than 5 increases the accuracy we can build into pricing without having to increase the number of line items we have. For instance, annual accounts, we currently have one line item for this regardless of the business structure and use c...

Created 18 Aug 19:20 by Gillian Kirkman

Existing Feature

0 We're Taking A Look At This
3 Vote

GoProposal AML: A weekly report on assessments due, requiring approval and approved.

To add the risk assessments to a weekly report.

Created 04 Aug 12:34 by Danielle Fisher

New Feature

0 We're Taking A Look At This
1 Vote

Add clientnumber to contact screen

Add clientnumber to contact screen

Created 15 May 12:00 by Nico Prevoo

Go Proposal

0 We're Taking A Look At This
3 Vote

ADD ADDITIONAL BILLING CYCLES

UPDATE BILLING CYCLE? I HAVE SOME CLIENTS ON WEEKLY, BI-MONTHLY, ETC

Created 06 Jul 15:43 by Guest

New Feature

0 We're Taking A Look At This
3 Vote

Service line reporting

I'd love to be able to run a report that shows all clients who have selected a certain service on their most recent proposal/renewal.

Created 21 Jun 12:46 by Guest

New Feature

0 We're Taking A Look At This
3 Vote

Weekly billing choice

In addition to Monthly and Annual have a Weekly billing calculation. It is often easier for clients to agree to what looks like a smaller fee when calculated and paid weekly.

Created 13 Jun 18:38 by Guest

New Feature

1 We're Taking A Look At This