GoProposal Ideas Portal

2 Vote

Ability to select/customise email client receives after signing their letter of engagement.

The automatic email a client receives after signing their letter of engagement. It would be good to have 1 version for NEW clients and another version for EXISTING clients (renewals). I.e. be able to select for each proposal. For example def...

Created 24 Jan 17:00 by Josh Finn

Go Proposal

0 Love This Idea Likely To Be Coming Your Way
2 Vote

Able to have a start date after the year-end date

Able to have a start date after the year-end date. For example if we get a new client for a tax return in October, but the year end was April. So only option is to make both the year-end and start date April 2022. But this doesn't look good and so...

Created 23 Jan 14:27 by Josh Finn

Go Proposal

0 Love This Idea Likely To Be Coming Your Way
2 Vote

Disengagement Letter colourway and logo updates

I have been informed that there is no way to update colours / logos on a disengagement letter. We have recently rebranded and need to update this so everything is consistent

Created 08 Nov 10:45 by Guest

Key Documents / OverSuite

5 Love This Idea Likely To Be Coming Your Way