GoProposal Ideas Portal

24 Vote

Testimonial selection

As a firm we have 4 partners and 15 managers, and we generally allocate each client a partner and a manager so they have two possible points of contact. We like our proposals to have testimonials from the partner and manager involved so the client...

Created 23 Feb 09:21 by Jonathan Mackie

Configurations

0 Great Idea Currently In The Works
24 Vote

Automated clearance letters

As with the engagement letter, clearance requests could be assigned in the line items and generate an internal document when the proposal is accepted. It could be attached on the same "WAHOO!!!...." email with the LOE.

Created 22 Jun 09:12 by Guest

OverSuite

2 We're Taking A Look At This
1 Vote

Integration with FreeAgent

The majority of my practice clients are manual, accountsprep or FreeAgent. I only have one client using SBCA.

Created 03 Feb 14:49 by Guest

New Integration

0 We're Taking A Look At This
25 Vote

Proposal Tracking and Insights

To be able to track when proposals have been viewed, by who and at what times - so you can gain better insights as to how your pipeline is performing.

Created 09 Feb 15:22 by Danielle Fisher

New Feature

3 Love This Idea Likely To Be Coming Your Way
22 Vote

Line item blanket uplift approach

When prices are reset each year it would be far quicker if GP could be updated via a stanard % increase rather than having to update each line item. This process takes our business 1 x full day for a team member to do i.e. 200 line items at about ...

Created 22 Jun 00:31 by Guest

New Feature

8 Great Idea Currently In The Works
4 Vote

Charity Trustee Specific Risk Assessment

There is a charity KYC and Risk Assessment but the trustees are listed as individuals within GoProposal and the risk assessment that is used for the trustees is based on them being directors or shareholders of a company and so the questions do not...

Created 23 Jul 10:53 by Guest

Risk Assessment

0 We're Taking A Look At This
4 Vote

KYC High Risk Factor warning pop up and mitigation box

When we are conducting the KYC on clients there are certain answers that would benefit from a risk warning and mitigation box as currently there is nowhere to add mitigation if a person is a PEP/RCA or not compatible with our firmwide Risk Assessm...

Created 23 Jul 10:48 by Guest

KYC

1 We're Taking A Look At This
7 Vote

Enter an annual fee that is not a one off

Give the option to enter the annual fee rather than having to divide this by 12 and enter a monthly amount before selecting annual. Not all figures are divisible by 12 such as £1000 which means the LOE looks incredibly unprofessional going out as ...

Created 13 Jan 10:43 by Guest

Pricing

3 We're Taking A Look At This
20 Vote

Automatically add follow up dates to my calendar

Follow up dates chosen when creating a proposal to sync with the calendar of the person producing it!

Created 26 May 09:09 by Danielle Fisher

New Feature

3 We're Taking A Look At This
21 Vote

Mark a client as an ex client and feed this into the Contact Hub

Income graphs continue even if an ex-client - so we have some clients in the Contact Hub who are no longer a client and haven't had a new proposal but there income graph is assuming that they are still a client and still have income i.e it hasn't ...

Created 21 Feb 19:16 by Guest

Existing Integration

2 We're Taking A Look At This