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

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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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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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1 Vote

Could you please add a title box to the contact details

We have many Doctors etc that are clients and it would look more professional etc. if we were able to use the correct title for them.

Created 20 Dec 16:58 by Guest

Contact Hub

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1 Vote

Summary of services

It would be great to have a page which list down all services we have selected to have it one single page and easy to refer by client and us.

Created 18 Dec 16:11 by Dishant Desai

Service Schedule 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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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

Customise your dashboard and save as Default Dashboard

Would love it if I could set the Dashboard to certain settings and then save it so it always displays like that initially rather than filtering the View drop downs each time to my chosen version. Once you filter in it various ways you could then c...

Created 14 Dec 12:26 by Libby Berg

Proposal Dashboard

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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

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