GoProposal Ideas Portal

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

1 We're Taking A Look At This
1 Vote

AML as a standalone solution

The ability to use AML without GoProposal or OverSuite.

Created 20 Sep 09:51 by Danielle Fisher

AML

0 We're Taking A Look At This
1 Vote

OverSuite service schedules for wills / probates

“Will Services” normally include: Preparing and engrossing the will for the client Preparing and engrossing an LPA for a client and then filing it with the Office of the Public Guardian Either acting as the executor of the will or assisting the ex...

Created 12 Sep 15:30 by Guest

Service Schedule request

0 Great Idea Currently In The Works
2 Vote

Pixie Integration

Integrate Go Proposal with Pixie

Created 10 Jun 10:38 by Guest

New Integration

0 We're Taking A Look At This
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

0 We're Taking A Look At This
2 Vote

Download line items fee list into csv or excel, not just pdf, pretty please

Want to undertake a line item fee comparison with other colleagues and need to be able to compare and elicit variances.

Created 25 May 13:45 by Guest

New Feature

0 Great Minds Think Alike - This Exists Today
2 Vote

Flexibility and control over the order of your Letter of Engagement sections

To be able to re-order sections within your Letters of Engagement (such as the terms and conditions) so they appear in your place of choice.

Created 28 Apr 15:03 by Danielle Fisher

OverSuite

1 We're Taking A Look At This
2 Vote

Adding a new Service Schedule to a drop down list

To have the ability to add a Service Schedule to a line item and save this so it can be selected from another line item from a drop down list (similar to how SS's are selected from the Smart Service Schedules from OS).

Created 26 Apr 13:34 by Nuala Turnbull

New Feature

0 We're Taking A Look At This
2 Vote

Contact search bar needed for multiple entities feature

When utilising the multiple entities feature for creating a proposal, the contact search bar only shows for the first contact/entity, however when a second entity is added there's no option to search for another contact you have to enter their det...

Created 12 Apr 07:53 by Guest

New Feature

0 We're Taking A Look At This
1 Vote

add placeholders in the xero integration

in the xero settings on the reference code section, are there more placeholders other than [proposal_id], eg can i have [month year] to shows August 2023 on the reference

Created 07 Aug 10:28 by Guest

Integrations

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