GoProposal Ideas Portal

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
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

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

0 We're Taking A Look At This
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
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

0 We're Taking A Look At This
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

0 We're Taking A Look At This
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

1 We're Taking A Look At This
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

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
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

0 We're Taking A Look At This