GoProposal Ideas Portal

1 Vote

Letter of Engagement for unicorporated clubs who do not require an audit

Useful for engagement purposes for unicorporated clubs who are engaging for accounts

Created 22 May 15:15 by Guest

Create LOE

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3 Vote

GoProposal AML: A weekly report on assessments due, requiring approval and approved.

To add the risk assessments to a weekly report.

Created 04 Aug 12:34 by Danielle Fisher

New Feature

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3 Vote

ADD ADDITIONAL BILLING CYCLES

UPDATE BILLING CYCLE? I HAVE SOME CLIENTS ON WEEKLY, BI-MONTHLY, ETC

Created 06 Jul 15:43 by Guest

New Feature

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2 Vote

Get customer to sign an Authority letter when signing the proposal

give an option to allow the customer to sign an authority letter when the signing the proposal

Created 24 Nov 17:43 by Guest

New Feature

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3 Vote

Weekly billing choice

In addition to Monthly and Annual have a Weekly billing calculation. It is often easier for clients to agree to what looks like a smaller fee when calculated and paid weekly.

Created 13 Jun 18:38 by Guest

New Feature

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3 Vote

Spell check in all sections/ emails/ templates

it would speed up my proposals and improve my professional quality of the proposals. All it takes is one typo for a client to go from wowed to doubtful.

Created 07 Jun 22:27 by Guest

New Feature

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1 Vote

Add actions to Zapier in order to push contacts INTO GP for more automation

At the moment you can only use zapier to send data OUT of GP. But those who use other CRMs cannot automate the customer journey where they go through a process in the crm before agreeing to get a proposal sent. We would like it that if say a deal ...

Created 29 Apr 11:31 by Guest

Existing Integration

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1 Vote

To push price of service selected to Karbon budgets field when created

To push price of service selected to Karbon budgets field when created. This would mean we could see the work item such as Annual Accounts with a set budget to work to.

Created 29 Apr 10:11 by Guest

Existing Integration

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2 Vote

Ability to run reports and extract data from contact screen

It would be useful to add fields to the contact screen (in my case client ref) but would be useful to be able to add custom fields. More importantly it would be great to be able to run reports and extract data into .csv from the contact screens.

Created 14 Nov 11:43 by Guest

Contact Hub

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2 Vote

Price breakdown per entity when using multiple entities

It would be quite confinient, when in the proposal there would also be a breakdown per entity of the price. Now we have to do this outside of the system.

Created 10 Nov 09:50 by Nico Prevoo

New Feature

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