GoProposal Ideas Portal

1 Vote

Be able to edit the KYC's once they are sent to approver for example if the the completer has made a mistake you can't change it

Its frustrating that it can't be changed once its sent to approver as it means there is wrong documentation on the file forever

Created 10 Oct 08:32 by Guest

KYC

0 We're Taking A Look At This
2 Vote

Add Bespoke Wording to Services Detail

The ability to define scope in more detail under the related line item would be really helpful. This would show under the service details in the proposal, and much more likely to not be missed by the client as currently we need to add this all to ...

Created 01 Apr 15:24 by Guest

New Feature

0 We're Taking A Look At This
2 Vote

Interactive App Map

I like the idea of an interactive App Map or at least a fully loaded App Map image that can be downloaded for external use.

Created 29 Mar 15:07 by Guest

Existing Feature

2 We're Taking A Look At This
2 Vote

The ability to download each client summary

It would be a great asset having that on the front of each client file

Created 23 Mar 16:24 by Guest

New Feature

0 We're Taking A Look At This
2 Vote

Remove version numbers from Xero invoices

The version numbers can be removed from the proposal itself, but still appears on the Xero invoice. I'd like the option to toggle this 'off', or a new place holder minus the version number for 'proposal ID'

Created 21 Mar 18:00 by Emily Wilson

Existing Integration

0 We're Taking A Look At This
2 Vote

Show total monthly revenue (for ALL proposal types) on the dashboard

As opposed to segmenting monthly revenue by Proposal, Renewal & EWO, clients would like to see the total value of won proposals which incorporate all of these categories.

Created 18 Mar 12:47 by Danielle Fisher

Existing Feature

0 We're Taking A Look At This
2 Vote

Folders within the Contact Hub

The ability to create your own folders in the contact hub to group organisations and individuals together.

Created 10 Mar 15:49 by Danielle Fisher

Existing Feature

0 Not In Our Plans Right Now
1 Vote

AML as a standalone solution

The ability to use AML without GoProposal or OverSuite.

Created 20 Sep 09:51 by Danielle Fisher

AML

0 We're Taking A Look At This
2 Vote

View and export fee split

To see what fees you have quoted/won for each section of the proposal, eg payroll, bookkeeping. Year end, management accounts

Created 01 Mar 21:20 by Nicola Hageman

New Feature

3 Great Minds Think Alike - This Exists Today
1 Vote

add placeholders in the xero integration

in the xero settings on the reference code section, are there more placeholders other than [proposal_id], eg can i have [month year] to shows August 2023 on the reference

Created 07 Aug 10:28 by Guest

Integrations

0 We're Taking A Look At This