GoProposal Ideas Portal

1 Vote

Import Existing Engagement Letters From Another Proposal Software

It would be very useful to have a process to import existing signed engagement letters when migrating from another proposal sofware to Go Proposal. I think this should be a fundemental part of Go Proposal onboarding.

Created 30 Aug 13:05 by Guest

New Feature

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1 Vote

Allow later years for the financial period end

We will sometimes waive onboarding fees for clients if they sign up for a 3 year contract, so would prefer to be able to go later than 2024

Created 24 Aug 13:56 by John Burgess

Existing Feature

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1 Vote

Convert app into Danish

Have a GoProposal system that can be used in Denmark

Created 19 Aug 09:41 by Nuala Turnbull

New Feature

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1 Vote

Export contact information

All contact information to be able to be exported, e.g. into Excel.

Created 17 Aug 13:10 by Guest

New Feature

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1 Vote

being able to filter clients in the contact tab

a filter to customise the range displayed

Created 10 Aug 08:11 by Guest

Existing Feature

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1 Vote

invoice filter to allow greater than 60 days

because whist it feeds into Xero it would be more useful to track the sales in GP for montoring and renewals

Created 09 Aug 10:16 by Guest

Existing Feature

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1 Vote

GoProposal AML: Customisable KYC & RA templates

To be able to create customisable Risk Assessment and KYC templates.

Created 08 Aug 13:18 by Danielle Fisher

New Feature

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1 Vote

Anything in the pipeline for Isle of Man legislation to be quoted on the LOEs?

I have raised this with my client success mgr too but thought I would stick it here in case others need it or have already suggested it. I am an IOM based company so my law is slightly different and we have different Acts to quote. It would be ben...

Created 05 Aug 11:05 by Guest

Engagement Letter Request / OverSuite

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1 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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1 Vote

proposal wording can it be changed to service proposal on the first page

Service proposal for rather Proposal for on the fornt page of the proposal

Created 27 Jul 08:54 by Guest

New Integration

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