GoProposal Ideas Portal

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

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1 Vote

Percentage based pricing

A way to indicate a line item will be charged based on a percentage of the savings when the service is complete. There would be no actual calculation on the proposal.

Created 18 Jun 16:07 by Guest

Line Items

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1 Vote

Is there any way that I can remove this 'Costs' column in the proposal. I only want to show the services there?

In the current proposal when we don't want to show and amount it shows as £0. But we only need to show the services in that proposal.

Created 05 Jun 09:21 by Guest

New Feature

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1 Vote

Be able to remove line items from repeating invoices

Be able to remove line items from repeating invoices instead of having the delete the repeating invoice and then reraise the quote. The other workaround is to delete the repeating invoice in GoProposal and then raise a repeating invoice in Xero wh...

Created 04 Jun 10:08 by Guest

Line Items

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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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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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1 Vote

Solicitors Accounts Rules audit/accounts report service schedule and line item

I can see there's a very good engagement letter in the Oversuite documents for this, but no Oversuite line item or service schedule. Please can this be added as it must be something a lot of other firms would use too?

Created 16 Apr 12:08 by Guest

Line Items

One For The Future
1 Vote

Add Crezco as a payment option when client sign engagement letter

A lot of accountants are now switching to Crezco (https://www.crezco.com/) as a payment option for clients. This would be a good addition if this was an option.

Created 09 Apr 11:12 by Guest

New Feature

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