GoProposal Ideas Portal

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

0 We're Taking A Look At This
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

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
2 Vote

Change the wording on acceptance buttons

At the moment the acceptance button in the email says "Accept my proposal" and in the proposal document it either says "Accept my proposal" or "Accept my renewal". Often I will send a renewal and the communication is essentially that the renewal i...

Created 26 May 12:11 by Guest

Configurations

1 Great Idea Currently In The Works
2 Vote

Bulk Send Letters of Engament

Once contacts are created, we should be able to select those we want to send LOE's or Proposals etc to and have them all sent out automatically. Currently its a manual process.

Created 23 May 10:27 by Guest

New Feature

1 We're Taking A Look At This
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
1 Vote

Integration with Xenon Connect

Xenon Connect is integrating with Sage Accounting and already integrated with Xero/QBO/FreeAgent. Dext Precision integration with GP already exists but firms using Xenon Connect are unable to take advantage of auto feeding in transaction volumes e...

Created 31 Jul 16:07 by Guest

Integrations

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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
1 Vote

show both monthly recurring costs and annualised recurring costs with the proposal

it is not currently possible to show both monthly costs and annualised costs in the proposal

Created 29 Jul 14:53 by Victoria Ferguson

Pricing

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