GoProposal Ideas Portal

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
1 Vote

Nominal code based on Staff

We would like a option to allocate a nominal code or tracking code to the staff that produce the proposals.

Created 20 Dec 16:07 by Guest

Existing Integration

0 We're Taking A Look At This
4 Vote

Contacts Area - Field chooser

Ability to add in more fields on the contact list page (primary contact, email, phone number etc).

Created 14 Feb 13:39 by James Pullein

New Feature

0 We're Taking A Look At This
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

0 We're Taking A Look At This
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

0 We're Taking A Look At This
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

0 We're Taking A Look At This
2 Vote

Summary / Alert box in contact hub showing total of "Action Required" contacts

Show an at a glance box on the contact hub main page showing the total number of clients that have "Action Required" status

Created 29 Oct 18:06 by Guest

AML

0 We're Taking A Look At This
3 Vote

Pricing: Ability to charge a monthly retainer with a success fee.

The ability to charge a monthly retainer but bolt on a success fee for Corporate Finance work.

Created 20 Sep 09:25 by Danielle Fisher

New Feature

0 We're Taking A Look At This