GoProposal Ideas Portal

1 Vote

FCA Client Assets Report Engagement Letter

Please can we have a template for FCA Client Assets Report

Created 27 Mar 11:31 by Guest

Engagement Letter Request

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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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4 Vote

Professional Clearance Letter - VAT certificate

On the Professional Clearance letter under the VAT section please can we add in a request for the VAT certificate. It's a fairly common request as the clients never know how to download one or have a copy and we still have to jump through hoops wi...

Created 11 Feb 12:26 by Guest

Key Documents / OverSuite

1 Great Minds Think Alike - This Exists Today
1 Vote

Oversuite: Improve functionality for second signer to be the same as main signatory

The first signer can have a copy of the letter attached to the email and the button states "Approve my letter of engagement" The second signer there is no option to include an attachment to the email so they do not receive a copy of the letter and...

Created 22 Mar 16:32 by Jason Lamont

OverSuite

0 One For The Future
1 Vote

Ability to show annual prices as a default

Not everyone wants to pay monthly. Many prefer annual billing because they are paid annually, or have seasonal peaks in activities and income. Examples being farmers or businesses operating in a seasonal environment. Therefore it should be possibl...

Created 22 Mar 10:27 by John Bland

Line Items

1 One For The Future
1 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

0 One For The Future
3 Vote

Pricing: Ability to charge a monthly retainer with a success fee.

The ability to charge a monthly retainer but bolt on a success fee for Corporate Finance work.

Created 20 Sep 09:25 by Danielle Fisher

New Feature

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3 Vote

Pricing: Ability to charge by % e.g. of a claim

To be able to price a line item using a %, for example of a final agreed claim.

Created 20 Sep 09:22 by Danielle Fisher

New Feature

0 One For The Future
1 Vote

have a not applicable option or allowed to leave blank the "Please include any additional information you feel is relevant to this individual." on the Assessment renewal

i have to put N/A if there is nothing to add a tick box would be easier

Created 12 Mar 13:20 by Alison Edward

Risk Assessment

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1 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

0 One For The Future