GoProposal Ideas Portal

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

1 We're Taking A Look At This
1 Vote

Change the word 'reset' to 'refresh' when the pricing is amended

Change the word from 'reset' to 'refresh' on the calculation section when preparing a proposal

Created 01 Feb 16:37 by Nuala Turnbull

Create Proposal

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1 Vote

Opt out of certain new emails

I do not want the follow up reminder emails - but I do want th ewahoo emails. I'd like to select what emails I get.

Created 31 Jan 17:29 by Guest

Integrations

0 Not In Our Plans Right Now
2 Vote

Pixie Integration

Integrate Go Proposal with Pixie

Created 10 Jun 10:38 by Guest

New Integration

0 We're Taking A Look At This
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
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

1 We're Taking A Look At This
1 Vote

Copying/duplicating a whole Section of a proposal

Sometimes it is necessary to copy a whole section [not just individual lines] to create an alternative option with one small amendment. An example would be the current configuration means only one option of VAT is able to be selected. The only wor...

Created 11 Jan 13:14 by Guest

Configurations

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1 Vote

VAT & Pricing Tool set up options

Rather than the Pricing Tool set up applying to all templates. It would be useful to allow the Pricing Tool set up to apply to specific templates so that you could select the relevant pricing tool setup. Ie one where the VAT is set at 20% and one ...

Created 11 Jan 13:07 by Guest

Configurations

0 We're Taking A Look At This
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
1 Vote

Add option to add video to proposal - I also use Ignition and this is a nice option

I nice feature I have within ignition is to insert a video testimonial in the proposal. It is a nice feature and it shows the prospect that you are tech forward and helps sells my services.

Created 08 Jan 15:22 by Guest

Templates

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