GoProposal Ideas Portal

2 Vote

Restrict user capabilities to change pricing on a proposal

To be able to select which users can amend the pricing on a proposal

Created 05 Feb 12:11 by Guest

Pricing

0 Love This Idea Likely To Be Coming Your Way
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

1 We're Taking A Look At This
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

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
4 Vote

Client Disengagement Automation with Practice Management Software and Xero

When a client disengagement letter is issued, an automation is created to stop repeating invoices being raised and sent to Xero (or other accounting software) and the client is marked as 'No Longer a Client' in eg. Accountancy Manager (or equivale...

Created 06 Apr 08:48 by Guest

New Integration

1 We're Taking A Look At This
4 Vote

Quick and Easy Renewal Process (No Scope Change)

We put our prices up annually for inflation on all line items in GoPro. The ability to hit a renewal button on the latest proposal to quickly send out a renewal notification to our clients (where no extra services or scope change is required), wit...

Created 01 Apr 15:19 by Guest

New Feature

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
4 Vote

Ability to reduce font size on Testimonials (within proposals)

Ability to reduce font size on Testimonials (within proposals). At the moment the font size is far too big and looks out of place for example on the introduction page, where the font size is "normal".

Created 10 Mar 09:14 by Josh Finn

New Feature

0 We're Taking A Look At This
4 Vote

Import Xero Contacts to Contact Hub

The ability to import Xero contacts into the contact hub.

Created 09 Mar 13:29 by Danielle Fisher

Existing Feature

2 Not In Our Plans Right Now
4 Vote

Show Transaction Volumes On Invoices

To make fee reviews easier from Xero, show variations on invoices. For example, the number of staff on payroll or the number of transactions.

Created 08 Mar 09:11 by Danielle Fisher

Existing Integration

1 We're Taking A Look At This