GoProposal Ideas Portal

1 Vote

Change the renewal template to not create an onboarding task in AM

I don't need to do the onboarding process for my existing clients so don't require the onboarding task to be set up in Accountancy Manager. Ideally, I may even want to set up a shorter task to check their AML but not the rest.

Created 13 Oct 10:58 by Guest

Templates

0 We're Taking A Look At This
2 Vote

additional section for text for charities/trustees

It would be great to have a section for charities to be able to state under the signatory section "signatory on behalf of the board of trustees of XX"

Created 15 Aug 13:43 by Louisa Willcox

New Feature

0 We're Taking A Look At This
2 Vote

GoProposal AML: AML Policies & Documentation

A wizard that allows you to automatically create compliant AML policies for your firm.

Created 10 Aug 08:45 by Danielle Fisher

New Feature

0 We're Taking A Look At This
1 Vote

Be able to edit the KYC's once they are sent to approver for example if the the completer has made a mistake you can't change it

Its frustrating that it can't be changed once its sent to approver as it means there is wrong documentation on the file forever

Created 10 Oct 08:32 by Guest

KYC

0 We're Taking A Look At This
2 Vote

The options to create and show variation of quotes on the same quotation for the client to select

so that where the client has partners he cannot always make a decision of what options

Created 09 Aug 10:20 by Guest

New Feature

0 We're Taking A Look At This
2 Vote

Mark won or lost without making live and sending

I would like to have the ability to mark won or lost without having to make the proposal live and sending. We sometimes email a PDF and get the client's approval through another channel.

Created 02 Aug 17:00 by Guest

Existing Feature

0 We're Taking A Look At This
2 Vote

Split billing for directors and Ltd

When sending a proposal that cover both the director and Ltd, allow for the director to be billed seperate to the Ltd.

Created 18 Jul 16:03 by Guest

New Feature

1 We're Taking A Look At This
1 Vote

AML as a standalone solution

The ability to use AML without GoProposal or OverSuite.

Created 20 Sep 09:51 by Danielle Fisher

AML

0 We're Taking A Look At This
2 Vote

Pixie Integration

Integrate Go Proposal with Pixie

Created 10 Jun 10:38 by Guest

New Integration

0 We're Taking A Look At This
2 Vote

Have different proposal styles to choose from on sign up

A suite of different templates designed so you can pick one that is closest to your firms own style (it can still be tweaked). Choose between formal, informal, graphics, simple etc.

Created 08 Jun 09:00 by Danielle Fisher

New Feature

0 We're Taking A Look At This