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

0 We're Taking A Look At This
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

0 We're Taking A Look At This
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

0 We're Taking A Look At This
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

0 We're Taking A Look At This
3 Vote

Show total annual fee for each service

If changing the billing option to show the annual fee - the breakdown for each service remains as the monthly fee total. It would be useful if the breakdown updated to show each services annual fee if this option is selected.

Created 17 Feb 13:58 by Guest

Existing Feature

1 Great Idea Currently In The Works
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

0 We're Taking A Look At This
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

0 We're Taking A Look At This
1 Vote

Proposal Versions to be able to mark earlier versions as inactive

You do not want prospects opening the wrong version but want to retain the story.

Created 19 Jul 09:57 by Guest

Proposal Dashboard

0 We're Taking A Look At This
3 Vote

Dashboard showing overall AML status

drillable Dashboard to show overall picture of firm AML status and number of clients in enhanced, normal, low categories at a glance rather than having to click through into individual clients to see.

Created 17 Jan 14:40 by Guest

AML

0 Love This Idea Likely To Be Coming Your Way
1 Vote

Integration with Quickbooks Desktop

only use QBD, need integration for AR, invoicing, billing

Created 16 Jul 13:45 by Guest

Integrations

1 Not In Our Plans Right Now