GoProposal Ideas Portal

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

Change Monthly Heading to Weekly Heading for Sales

We sell on a Weekly Subscription Schedule for Bookkeeping and Taxes and explaining our Proposal program is flawed and that monthly means weekly has caused confusion and loss of prospects.

Created 03 Nov 13:57 by Guest

Configurations

0 Not In Our Plans Right Now
2 Vote

Download line items fee list into csv or excel, not just pdf, pretty please

Want to undertake a line item fee comparison with other colleagues and need to be able to compare and elicit variances.

Created 25 May 13:45 by Guest

New Feature

0 Great Minds Think Alike - This Exists Today
2 Vote

Add a billing email address

I'd like to be able to add a billing email address (my Dext one) so that the invoice goes straight into Dext, rather than having to forward an email on

Created 17 May 11:51 by John Burgess

New Feature

0 We're Taking A Look At This
1 Vote

Variations at service level rather than under each line item

It would be really useful to have variations at service level. My example is for bookkeeping services where naturally all of the line items would be performed at the same frequency and would be of the same complexity (as this depends on client/ind...

Created 25 Oct 13:22 by Guest

Line Items

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2 Vote

Flexibility and control over the order of your Letter of Engagement sections

To be able to re-order sections within your Letters of Engagement (such as the terms and conditions) so they appear in your place of choice.

Created 28 Apr 15:03 by Danielle Fisher

OverSuite

1 We're Taking A Look At This
1 Vote

Search sanctions and PEP lists etc at early stage

The KYC and RA stages need an answer to sanctions and PEP questions, but no search facility is offered. This means that I have to use a competitor product (at further cost) to achieve this

Created 18 Oct 15:10 by Guest

Electronic Check

1 Great Minds Think Alike - This Exists Today
2 Vote

Adding a new Service Schedule to a drop down list

To have the ability to add a Service Schedule to a line item and save this so it can be selected from another line item from a drop down list (similar to how SS's are selected from the Smart Service Schedules from OS).

Created 26 Apr 13:34 by Nuala Turnbull

New Feature

0 We're Taking A Look At This
1 Vote

Change the renewal template to not create an onboarding task in AM

I don't need to do the onboarding process for my existing clients so don't require the onboarding task to be set up in Accountancy Manager. Ideally, I may even want to set up a shorter task to check their AML but not the rest.

Created 13 Oct 10:58 by Guest

Templates

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2 Vote

Contact search bar needed for multiple entities feature

When utilising the multiple entities feature for creating a proposal, the contact search bar only shows for the first contact/entity, however when a second entity is added there's no option to search for another contact you have to enter their det...

Created 12 Apr 07:53 by Guest

New Feature

0 We're Taking A Look At This