GoProposal Ideas Portal

2 Vote

Flexibility and control over the order of your Letter of Engagement sections

To be able to re-order sections within your Letters of Engagement (such as the terms and conditions) so they appear in your place of choice.

Created 28 Apr 15:03 by Danielle Fisher

OverSuite

1 We're Taking A Look At This
2 Vote

Adding a new Service Schedule to a drop down list

To have the ability to add a Service Schedule to a line item and save this so it can be selected from another line item from a drop down list (similar to how SS's are selected from the Smart Service Schedules from OS).

Created 26 Apr 13:34 by Nuala Turnbull

New Feature

0 We're Taking A Look At This
2 Vote

Contact search bar needed for multiple entities feature

When utilising the multiple entities feature for creating a proposal, the contact search bar only shows for the first contact/entity, however when a second entity is added there's no option to search for another contact you have to enter their det...

Created 12 Apr 07:53 by Guest

New Feature

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1 Vote

add placeholders in the xero integration

in the xero settings on the reference code section, are there more placeholders other than [proposal_id], eg can i have [month year] to shows August 2023 on the reference

Created 07 Aug 10:28 by Guest

Integrations

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2 Vote

Add Bespoke Wording to Services Detail

The ability to define scope in more detail under the related line item would be really helpful. This would show under the service details in the proposal, and much more likely to not be missed by the client as currently we need to add this all to ...

Created 01 Apr 15:24 by Guest

New Feature

0 We're Taking A Look At This
2 Vote

Interactive App Map

I like the idea of an interactive App Map or at least a fully loaded App Map image that can be downloaded for external use.

Created 29 Mar 15:07 by Guest

Existing Feature

2 We're Taking A Look At This
2 Vote

The ability to download each client summary

It would be a great asset having that on the front of each client file

Created 23 Mar 16:24 by Guest

New Feature

0 We're Taking A Look At This
2 Vote

Remove version numbers from Xero invoices

The version numbers can be removed from the proposal itself, but still appears on the Xero invoice. I'd like the option to toggle this 'off', or a new place holder minus the version number for 'proposal ID'

Created 21 Mar 18:00 by Emily Wilson

Existing Integration

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2 Vote

Show total monthly revenue (for ALL proposal types) on the dashboard

As opposed to segmenting monthly revenue by Proposal, Renewal & EWO, clients would like to see the total value of won proposals which incorporate all of these categories.

Created 18 Mar 12:47 by Danielle Fisher

Existing Feature

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1 Vote

Better Filter on contacts

currently filter on contacts is very restricted to a date, need a simpley category we can name, eg office, source etc etc

Created 23 May 10:29 by Guest

Contact Hub

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