GoProposal Ideas Portal

1 Vote

Letter of Engagement for unicorporated clubs who do not require an audit

Useful for engagement purposes for unicorporated clubs who are engaging for accounts

Created 22 May 15:15 by Guest

Create LOE

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3 Vote

Allow quotes for items on hourly billing

We prefer to bill bookkeeping on an hourly rate and also complete VAT returns at the same time but as there is no option to set up hourly billing we cannot add the services with an engagement letter to the proposal

Created 19 Feb 11:31 by Katrina Turton

Pricing

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23 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

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14 Vote

Alternative to GoCardless

with GoCardless not prepared to defend or give the opportunity to defend fraudulent refund claims an alternative such as Stripe should be within the system.

Created 06 Jul 16:21 by Guest

Integrations

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4 Vote

Can we incorporate our client code within either your ID or as a separate field?

It would be great to be able to search by our client code and or alphabetically on business code or surname of individual client

Created 28 Nov 14:46 by Guest

OverSuite

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3 Vote

Filter to sort proposals by Signed, won date

We have so many proposals for many advisors. We can't remember the created dates. All we care about if the won or signed date. This would allow us to review all won proposals by the most recent easily.

Created 16 Jan 14:26 by Guest

Proposal Dashboard

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2 Vote

OverSuite: Login straight to the Dashboard

When I login to OverSuite it takes me to the engagement letter creation page. This would be better if it went to the dashboard as I need to create a new individual/company or check on previously sent engagements more often than wanting to go strai...

Created 12 Mar 15:22 by Sophie B

Create LOE

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2 Vote

'Printed/Filed' button on the actions list

Add a 'Printed' or 'Filed' button on the actions list to enable multiple users to know that the document has already been filed in a physical file.

Created 12 Mar 12:48 by Sophie B

Proposal Dashboard

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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

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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

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