GoProposal Ideas Portal

2 Vote

GoProposal AML: AML Policies & Documentation

A wizard that allows you to automatically create compliant AML policies for your firm.

Created 10 Aug 08:45 by Danielle Fisher

New Feature

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2 Vote

The options to create and show variation of quotes on the same quotation for the client to select

so that where the client has partners he cannot always make a decision of what options

Created 09 Aug 10:20 by Guest

New Feature

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2 Vote

GoProposal AML: Risk Assessments for Charities

A template designed for a charity.

Created 04 Aug 12:45 by Danielle Fisher

New Feature

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2 Vote

Mark won or lost without making live and sending

I would like to have the ability to mark won or lost without having to make the proposal live and sending. We sometimes email a PDF and get the client's approval through another channel.

Created 02 Aug 17:00 by Guest

Existing Feature

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1 Vote

Add images to email signature

Our email signatures feature our logo and software accreditations. Please can you allow these images to be added to the teams email signatures?

Created 15 Feb 15:31 by Guest

Templates

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2 Vote

Split billing for directors and Ltd

When sending a proposal that cover both the director and Ltd, allow for the director to be billed seperate to the Ltd.

Created 18 Jul 16:03 by Guest

New Feature

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1 Vote

Change the word 'reset' to 'refresh' when the pricing is amended

Change the word from 'reset' to 'refresh' on the calculation section when preparing a proposal

Created 01 Feb 16:37 by Nuala Turnbull

Create Proposal

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2 Vote

Pixie Integration

Integrate Go Proposal with Pixie

Created 10 Jun 10:38 by Guest

New Integration

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2 Vote

Have different proposal styles to choose from on sign up

A suite of different templates designed so you can pick one that is closest to your firms own style (it can still be tweaked). Choose between formal, informal, graphics, simple etc.

Created 08 Jun 09:00 by Danielle Fisher

New Feature

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2 Vote

Client accepted and signed emails

Currently there is only one email template to go to clients once they have approved a proposal. There is no way to customise this according to what template was sent (renewal/proposal/LOE). Could this be moved so that it is an email template withi...

Created 30 May 14:24 by James Pullein

Existing Feature

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