GoProposal Ideas Portal

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

Karbon integration improvements

I would like to be able to map to a template in Karbon and use the name of the template rather than the proposal line item name. I would like to be able to set first due dates and repeats as I added the line item in the proposal.

Created 20 Mar 15:30 by Guest

Existing Integration

0 One For The Future
2 Vote

Be able to sort/filter clients by risk level on GPAML

It would be handy to be able to sort by risk level I can see how many high level clients I have. And/or have a dashboard with this info on.

Created 17 Mar 13:20 by Guest

AML

1 We're Taking A Look At This
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
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
1 Vote

WAHOO Emails to be generated even without a direct debit mandate setup

It would be good to still get a WAHOO your proposal has been signed even if a client doesn't setup a direct debit as may have other means of making payment. We seem to be loosing sight of who is signing on those that haven't committed to the direc...

Created 28 Mar 11:10 by Guest

Engagement Letter Request

0 We're Taking A Look At This
1 Vote

FCA Client Assets Report Engagement Letter

Please can we have a template for FCA Client Assets Report

Created 27 Mar 11:31 by Guest

Engagement Letter Request

0 We're Taking A Look At This
3 Vote

Contacts Area - Field chooser

Ability to add in more fields on the contact list page (primary contact, email, phone number etc).

Created 14 Feb 13:39 by James Pullein

New Feature

0 We're Taking A Look At This
1 Vote

Oversuite: Improve functionality for second signer to be the same as main signatory

The first signer can have a copy of the letter attached to the email and the button states "Approve my letter of engagement" The second signer there is no option to include an attachment to the email so they do not receive a copy of the letter and...

Created 22 Mar 16:32 by Jason Lamont

OverSuite

0 One For The Future
1 Vote

Ability to show annual prices as a default

Not everyone wants to pay monthly. Many prefer annual billing because they are paid annually, or have seasonal peaks in activities and income. Examples being farmers or businesses operating in a seasonal environment. Therefore it should be possibl...

Created 22 Mar 10:27 by John Bland

Line Items

1 One For The Future