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

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

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

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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

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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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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1 Vote

Could you please add a title box to the contact details

We have many Doctors etc that are clients and it would look more professional etc. if we were able to use the correct title for them.

Created 20 Dec 16:58 by Guest

Contact Hub

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