GoProposal Ideas Portal

2 Vote

GoProposal AML: Risk Assessments for Charities

A template designed for a charity.

Created 04 Aug 12:45 by Danielle Fisher

New Feature

1 We're Taking A Look At This
2 Vote

Mark won or lost without making live and sending

I would like to have the ability to mark won or lost without having to make the proposal live and sending. We sometimes email a PDF and get the client's approval through another channel.

Created 02 Aug 17:00 by Guest

Existing Feature

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2 Vote

Split billing for directors and Ltd

When sending a proposal that cover both the director and Ltd, allow for the director to be billed seperate to the Ltd.

Created 18 Jul 16:03 by Guest

New Feature

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1 Vote

Solicitors Accounts Rules audit/accounts report service schedule and line item

I can see there's a very good engagement letter in the Oversuite documents for this, but no Oversuite line item or service schedule. Please can this be added as it must be something a lot of other firms would use too?

Created 16 Apr 12:08 by Guest

Line Items

0 One For The Future
1 Vote

Add Crezco as a payment option when client sign engagement letter

A lot of accountants are now switching to Crezco (https://www.crezco.com/) as a payment option for clients. This would be a good addition if this was an option.

Created 09 Apr 11:12 by Guest

New Feature

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2 Vote

Pixie Integration

Integrate Go Proposal with Pixie

Created 10 Jun 10:38 by Guest

New Integration

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2 Vote

Have different proposal styles to choose from on sign up

A suite of different templates designed so you can pick one that is closest to your firms own style (it can still be tweaked). Choose between formal, informal, graphics, simple etc.

Created 08 Jun 09:00 by Danielle Fisher

New Feature

0 We're Taking A Look At This
1 Vote

WAHOO Emails to be generated even without a direct debit mandate setup

It would be good to still get a WAHOO your proposal has been signed even if a client doesn't setup a direct debit as may have other means of making payment. We seem to be loosing sight of who is signing on those that haven't committed to the direc...

Created 28 Mar 11:10 by Guest

Engagement Letter Request

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1 Vote

FCA Client Assets Report Engagement Letter

Please can we have a template for FCA Client Assets Report

Created 27 Mar 11:31 by Guest

Engagement Letter Request

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2 Vote

Client accepted and signed emails

Currently there is only one email template to go to clients once they have approved a proposal. There is no way to customise this according to what template was sent (renewal/proposal/LOE). Could this be moved so that it is an email template withi...

Created 30 May 14:24 by James Pullein

Existing Feature

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