GoProposal Ideas Portal

3 Vote

Be able to sort/filter clients by risk level on GPAML

It would be handy to be able to sort by risk level I can see how many high level clients I have. And/or have a dashboard with this info on.

Created 17 Mar 13:20 by Guest

AML

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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

AAT logo added to professional body legend

to enable AAT member firms to use the AAT logo on letterhead

Created 09 May 10:41 by Guest

Create LOE

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2 Vote

Removal of Step 3 before signing

Hi I would to request that once you receive an email to sign your proposal and open it, then Step 3 can be removed regarding payment terms.

Created 09 May 07:37 by Guest

Engagement Letter Request

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3 Vote

Able to have a start date after the year-end date

Able to have a start date after the year-end date. For example if we get a new client for a tax return in October, but the year end was April. So only option is to make both the year-end and start date April 2022. But this doesn't look good and so...

Created 23 Jan 14:27 by Josh Finn

Go Proposal

Love This Idea Likely To Be Coming Your Way
1 Vote

Manually Won Email

If a proposal is manually marked as won, only the staff member in charge gets an email notification of acceptance, need ability to put another email / employee on to get the email

Created 03 Jul 14:36 by Kat Sleight

Existing Feature

Great Minds Think Alike - This Exists Today
1 Vote

Can emails sent from Goproposal be embedded into an email from our business to stop Outlook filters from relegating onboarding emails

We are finding the lots of emails from GoProposal to our clients are getting lost in spam or junk - Outlook filters are continously getting stricter - if our firm's email domain name could be embedded this could solve the filters issue perhaps?

Created 27 Jun 09:54 by Sophie B

OverSuite

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1 Vote

Font on Contents Page to be the font selected in Company Branding

When selecting a font on the company branding page, this only applies to the general text and headings and it does not update the font on the contents page.

Created 26 Jun 10:25 by Guest

Configurations

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2 Vote

Ability to add tables into line items engagement letter wording and elsewhere in Oversuite and/or copy and paste formatted content from MS Word

Some service lines require information to be displayed which would be easier to read in a table format.

Created 19 Mar 11:17 by Jason Lamont

OverSuite

One For The Future
2 Vote

Add ERS (Employment Related Securities)to OverSuite as a further service to offer

Additional Line Item under compliance services for ERS - Employment Related Securities

Created 11 Mar 16:17 by Guest

Line Items

One For The Future