GoProposal Ideas Portal

2 Vote

Notification if an invoice has failed to be raised.

Is is possible to have a notification (whether that be an email or in app notification) to let you know that an invoice has failed to be raised.Whether this be a recurring monthly invoice which has failed, or a new monthly invoice for a recently w...

Created 05 Apr 08:21 by Guest

New Feature

0 Great Ideas Delivered
3 Vote

Edit / formatting facility for oversuite docs

Letters such as the clearance letter often require a little tweaking to match the circumstances or tidy the formatting. For instance, to request an additional piece of information or to give a professional finish. In the table of info requested, w...

Created 23 May 10:12 by Sam Gooday

OverSuite

1 Great Ideas Delivered
1 Vote

Prepopulated AML forms from information already held in the CRM of Go Proposal

Pre populate the KYC and risk assessments with the information already entered into the system Examples would be the KYC ask for "Name" but at the top the screen says KYC for ABC Limited so it should fill that in already It also asks for Directors...

Created 22 Nov 18:51 by Guest

AML

0 Great Ideas Delivered
2 Vote

Oversuite - request for service shedule for Registering Trusts with HMRC

We require a service schedule for a L of E to allow us to register new 'Trusts' with HMRC. We will be doing a lot of these moving forward as we are working with a firm of IFAs on this.

Created 06 Jun 08:16 by Guest

OverSuite

1 Great Ideas Delivered
1 Vote

Customise Date Format

Currently the follow up date appears yyyy/mm/dd on proposal emails and cannot be changed. UK and Irish date format is more often dd/mm/yyyy

Created 25 Aug 10:54 by Guest

Templates

0 Great Ideas Delivered
1 Vote

I want to prevent team members from being able to override the pricing on the proposal

I get comfort from having srt the pricing - means I gert let the team loose without the fear of them agreeing a pricing that is too low by them overriding a fee. This should only be able to be done by certain users with that permission.

Created 23 Jul 19:32 by Guest

User Management (Roles)

0 Great Ideas Delivered
1 Vote

Update footer with new address on oversuite letters to older proposals

Proposals sent before the address change does not update the footer of os letters with the new address once changed

Created 10 Jun 10:55 by Guest

OverSuite

0 Great Ideas Delivered
1 Vote

Merge contacts

There are soem clients that are duplicated on our contact hub. It would be great to be able to merge this.

Created 09 Mar 15:32 by Guest

Existing Feature

0 Great Ideas Delivered