GoProposal Ideas Portal

1 Vote

Anything in the pipeline for Isle of Man legislation to be quoted on the LOEs?

I have raised this with my client success mgr too but thought I would stick it here in case others need it or have already suggested it. I am an IOM based company so my law is slightly different and we have different Acts to quote. It would be ben...

Created 05 Aug 11:05 by Guest

Engagement Letter Request / OverSuite

0 We're Taking A Look At This
1 Vote

GoProposal AML: Risk Assessments for Charities

A template designed for a charity.

Created 04 Aug 12:45 by Danielle Fisher

New Feature

1 We're Taking A Look At This
1 Vote

proposal wording can it be changed to service proposal on the first page

Service proposal for rather Proposal for on the fornt page of the proposal

Created 27 Jul 08:54 by Guest

New Integration

0 We're Taking A Look At This
1 Vote

Alignment fee calculation positioning

When a client quote is marked for an alignment fee instead of paying a catch up amount the alignment calculation only appears on the actual proposal. This would be ideal if this alignment calculation could appear just under where you mark the prop...

Created 18 Jul 11:35 by Guest

Existing Feature

0 We're Taking A Look At This
1 Vote

separate Schedule of Service

"produce a summary schedule of service not the full gp quote for the client"

Created 11 Jul 08:25 by Jamila Osman

New Feature

0 Not In Our Plans Right Now
1 Vote

Registered Office

We don’t offer a registered office facility because we don’t have an office. It would be great if we were able to remove this paragraph from the disengagement letter.

Created 04 Jul 14:30 by Guest

Key Documents / OverSuite

0 We're Taking A Look At This
1 Vote

Add in Professional Body Legend Logo

Be able to add in logo's when not an OverSuite user (due to location - based in AUS).

Created 29 Jun 09:40 by Nuala Turnbull

Existing Integration

0 Not In Our Plans Right Now
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