GoProposal Ideas Portal

3 Vote

Ability to add your own font if not available from the drop-down

There is only a few fonts to select from. I know other websites will allow you to upload a .otf or .ttf file to them so you can use a specific font.

Created 03 Jul 15:05 by Guest

Configurations

1 Not In Our Plans Right Now
3 Vote

AML - Adding Attachments

Specifically for AML - it would be great if you could attach their ID documents and also the results of an AML check to the contact so all of the AML items were in one place. To make this even better would be if there was a dropbox email or someth...

Created 23 Jun 11:39 by Guest

AML

1 We're Taking A Look At This
2 Vote

Bulk Export

To add the functionality to bulk export client data and checks, in the event of needing to migrate software

Created 16 Apr 11:25 by Guest

AML

0 We're Taking A Look At This
4 Vote

Add Renewal Date Required & Reminder

When creating a proposal allow a section for a renewal reminder, so we can update our service levels every 3 months. Rather than just the client year end which it currently on reminds on.

Created 15 Aug 11:35 by Kelly Graham

New Feature

2 We're Taking A Look At This
1 Vote

Ability to be able to amend the wording on AML texts and e-mails to client

Ability to be able to amend the wording on AML texts and e-mails to client

Created 14 Feb 15:32 by Guest

Electronic Check

0 We're Taking A Look At This
1 Vote

Payrolling Benefit In Kind

As payrolling benefit in kind will be mandatory from the 2026-27 tax year it would be useful to have an oversuite terms option for this service rather than just the P11D option. We are looking to get our employers moved over to payrolling benefits...

Created 14 Feb 11:20 by Guest

OverSuite

0 We're Taking A Look At This
1 Vote

Automatically notify team of renewals

When a proposal has run a term (be that 3/6/9/12 months) an automatic reminder sent to dash board or email to review/renew

Created 06 Feb 16:13 by Guest

New Feature

0 We're Taking A Look At This
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

0 One For The Future
1 Vote

Email notification for lost proposals

Email notification for any proposals that have been marked as lost.

Created 31 Jan 13:16 by Guest

Proposal Dashboard

0 We're Taking A Look At This
1 Vote

Allow an export of all contacts and current status etc. to excel.

This would then enable work to be carried out on the contacts that require things doing on them and passing them on to team members to do.

Created 29 Jan 16:05 by Jason Butler

Contact Hub

0 We're Taking A Look At This