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

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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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1 Vote

Add clientnumber to contact screen

Add clientnumber to contact screen

Created 15 May 12:00 by Nico Prevoo

Go Proposal

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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

Flexibility on Template

It would be useful to have more template options or be able to create our own templates.

Created 30 Apr 16:42 by Guest

Templates

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1 Vote

Adding a Principal that is not a user

Currently we can only assign a principal if they are set up as a user.

Created 30 Apr 16:39 by Guest

Templates

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1 Vote

Having narrative visible when creating the proposal

It would be useful to be able to see the narrative on each time line when making the selections. This might be an icon to hover over so the text comes up.

Created 30 Apr 16:37 by Guest

Pricing

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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

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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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