GoProposal Ideas Portal

1 Vote

Letter of Engagement - no signature template doesnt feed through to the oversuite

Currently if you switch the no signature option to ' no signature' the actual LOE still asks the client to sign. It would be good if there was a standard oversuite option that removes the wording to the client still asking them to sign. If you for...

Created 28 Jun 14:19 by Guest

OverSuite

0 We're Taking A Look At This
1 Vote

Allow bigger testimonials

We've got a perfect testimonial that really demonstrates the depth of our service offering - the problem is, it's too big and the persons name gets pushed off the bottom (even though the rest of the test is re-sized to make it fit on one page). Wh...

Created 20 Jun 12:26 by John Burgess

Existing Feature

0 Great Idea Currently In The Works
1 Vote

Ability to see all the won proposals that contain certain services e.g. can a listing that shows all won proposals with P11Ds

none to add

Created 20 Jun 09:01 by Guest

New Feature

0 We're Taking A Look At This
1 Vote

Schedule of services for Common Reporting Standard (CRS) and Foreign Account Tax Act (FATCA) in Oversuite

The schedule is not considered to be related to a very specific/bespoke piece of work. It would benefit others as the reporting is standard. Before GP, I used the templates given to me by collaborative working party with ATT, CIOT (including forme...

Created 17 Jun 17:41 by Veshali Patel

OverSuite

0 We're Taking A Look At This
1 Vote

Proposal Opened Audit Trail and Notification

Get notified and keep audit trail of each time the prospect opens a proposal

Created 09 Jun 13:30 by Guest

New Feature

0 One For The Future
1 Vote

Add Pula to currency list

Companies here in Botswana will benefit from this, as our local currency here is Pula. Without Pula accounting firms here will not use Go Proposal.

Created 08 Jun 08:06 by Guest

Existing Feature

1 Not In Our Plans Right Now
1 Vote

Practice Engine integration

Is there an integration planned with Practice Engine?

Created 07 Jun 16:28 by John Burgess

New Integration

0 We're Taking A Look At This
1 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

0 We're Taking A Look At This
1 Vote

Move sections up and down via buttons (rather than drag and drop)

When creating a new section it add it right at the bottom. Moving it up is quite arduous and cumbersome when working off a laptop. Simple fix to have a button to move up or down would be great - similar to what you can do in MS ppt for slide secti...

Created 19 May 07:23 by Guest

Existing Feature

0 We're Taking A Look At This
1 Vote

Ability to mark 'templates' as inactive in the same way we do with line items

I'd like to be able to mark templates as inactive rather than having to prefix as 'DONOTUSE' - in the same way we can for line items. Sometimes I am testing or working on ideas and don't want them to show

Created 13 May 10:13 by Emily Wilson

New Feature

0 We're Taking A Look At This