GoProposal Ideas Portal

2 Vote

Multiple entities feature to have a charity option

The multiple entities feature has sole trader, individual, ltd co etc but nothing for a charity or a club.Has been requested by a few users if it's something we can look at.

Created 13 Jul 13:55 by Guest

Create Proposal

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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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1 Vote

Edit Contents Page & placement of full page pdfs

The ability to choose where the full page pdfs sit within the proposal & the being included within the contents. Currently they are not included in the contents page so that page doesnt include all of the contents We have been working on impro...

Created 05 Jun 09:54 by Guest

Templates

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1 Vote

Can you add an option where we can change the topic above the table with the amounts in proposal?

We want an option where we can change the topic above the table with the amounts in the proposal. Ex: We wanted to change 'One-off Cost' into 'Success Fee'

Created 05 Jun 09:27 by Guest

New Feature

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1 Vote

Is there any way that I can remove this 'Costs' column in the proposal. I only want to show the services there?

In the current proposal when we don't want to show and amount it shows as £0. But we only need to show the services in that proposal.

Created 05 Jun 09:21 by Guest

New Feature

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1 Vote

Be able to remove line items from repeating invoices

Be able to remove line items from repeating invoices instead of having the delete the repeating invoice and then reraise the quote. The other workaround is to delete the repeating invoice in GoProposal and then raise a repeating invoice in Xero wh...

Created 04 Jun 10:08 by Guest

Line Items

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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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3 Vote

Service line reporting

I'd love to be able to run a report that shows all clients who have selected a certain service on their most recent proposal/renewal.

Created 21 Jun 12:46 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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