GoProposal Ideas Portal

2 Vote

Monthly reports on upcoming AML tasks

For a selected user to receive a monthly report clarifying upcoming risk assessments and AML tasks.

Created 13 Mar 12:05 by Danielle Fisher

Risk Assessment

0 We're Taking A Look At This
3 Vote

Extra Work Orders - Ability to generate an addendum to existing engagement letter

When a client signs up to a new service during the year and shortly after signing their engagement letter, would like the ability to send them an addendum to their engagement letter with just a cover letter and the extra schedule - For small addit...

Created 13 Apr 14:39 by Marianne Dadd

New Feature

4 We're Taking A Look At This
3 Vote

Records of who has toggled off an integration

It would be useful for GP to have a record of who has toggled integrations off, as if an integration is toggled off it means that the relevant workflows aren't sent from GP.

Created 07 Apr 09:31 by Guest

New Feature

0 We're Taking A Look At This
1 Vote

Copying/duplicating a whole Section of a proposal

Sometimes it is necessary to copy a whole section [not just individual lines] to create an alternative option with one small amendment. An example would be the current configuration means only one option of VAT is able to be selected. The only wor...

Created 11 Jan 13:14 by Guest

Configurations

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1 Vote

VAT & Pricing Tool set up options

Rather than the Pricing Tool set up applying to all templates. It would be useful to allow the Pricing Tool set up to apply to specific templates so that you could select the relevant pricing tool setup. Ie one where the VAT is set at 20% and one ...

Created 11 Jan 13:07 by Guest

Configurations

0 We're Taking A Look At This
2 Vote

Integration with Senta to update engagement letter date in Senta when a GP renewal is issued

Senta is our single source of truth for client information. We have it linked to GP already for issuing new proposals and triggering actions on initial sign up. But if we update our engagement on GP we have to manually update the date the review w...

Created 08 Feb 19:22 by Guest

Existing Integration

0 One For The Future
3 Vote

Contacts hub - Sort clients by business type. For example show all limited companies

Contacts hub - Sort clients by business type. For example, show all limited companies only.

Created 09 Mar 15:17 by Guest

Existing Feature

0 Great Minds Think Alike - This Exists Today
2 Vote

Allow a logo in the Letterhead without having Oversuite

At the moment you can only include a Logo in your Letterhead if you are using Oversuite. However Oversuite is not available in my country and so we cannot use it therefore we cannot use the logo feature. In my country it is compulsory to have the ...

Created 06 Feb 12:02 by Guest

Create LOE / New Feature

0 Great Idea Currently In The Works
1 Vote

Add option to add video to proposal - I also use Ignition and this is a nice option

I nice feature I have within ignition is to insert a video testimonial in the proposal. It is a nice feature and it shows the prospect that you are tech forward and helps sells my services.

Created 08 Jan 15:22 by Guest

Templates

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3 Vote

Stop 'lost' proposals generating invoices

If a proposal previously marked as 'won' is then marked as 'lost' the repeating invoice still generates and has to be stopped seperatly. A pop up reminder to delete the repeating invoice would be helpful, or even better - all 'lost' proposals woul...

Created 28 Feb 13:56 by Emily Wilson

New Feature

1 We're Taking A Look At This