GoProposal Ideas Portal

40 Vote

Produce separate engagement letters from one proposal

We might be sat with a client discussing their 2 businesses, their payroll (which we have a separate engagement letter for) and their personal tax returns. We can produce a full proposal in the meeting so they have visibility of everything price-w...

Created 28 Mar 13:53 by John Burgess

Existing Feature

21 We're Taking A Look At This
3 Vote

The ability to duplicate packages to give me a head start building a similar one, so that I don't need to build each new one from scratch

This would save time when developing packages, especially if you want to create eg three tiers of package, each building on the one before.

Created 06 Jan 13:41 by Guest

Templates

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17 Vote

Is there any way that emails from Go Proposal could come from accountant's address rather than from noreply@mailgun.goproposal.com?

Our clients can never trace those emails and they don't look legit for them

Created 28 Nov 11:15 by Guest

New Feature

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23 Vote

Incorporate practice name into outgoing email address (remove 'mailgun')

Emails would appear more authentic and legitmate if we can incorporate our firm name into the outgoing email address, or send from our personal email address/a central firm email address

Created 23 May 22:10 by Emily Wilson

Configurations

2 Great Idea Currently In The Works
35 Vote

Annual Pricing

Currently the proposals only have Monthly and One-Off cost headings. We charge some of our clients annual, So it doesn't fit in under either of the above. Having a third heading of annual would be very beneficial.

Created 24 May 08:49 by Guest

New Feature

3 We're Taking A Look At This
4 Vote

Can we incorporate our client code within either your ID or as a separate field?

It would be great to be able to search by our client code and or alphabetically on business code or surname of individual client

Created 28 Nov 14:46 by Guest

OverSuite

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2 Vote

User Permissions

Prevent users being able to edit the details when completing a proposal and/or letter of engagement. Being able to set up a role where it locks the proposal introduction, letter of engagement, customer email and staff email.

Created 29 Jan 13:58 by Guest

User Management (Roles)

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23 Vote

Testimonial selection

As a firm we have 4 partners and 15 managers, and we generally allocate each client a partner and a manager so they have two possible points of contact. We like our proposals to have testimonials from the partner and manager involved so the client...

Created 23 Feb 09:21 by Jonathan Mackie

Configurations

0 Great Idea Currently In The Works
1 Vote

When using multiple entities there needs to be an option for Trusts

When using multiple entities there is no option for Trusts or Charities, these should be in there as they are options for Letters of Engagement.

Created 27 Feb 14:29 by Russell Henderson

Create Proposal

1 We're Taking A Look At This
3 Vote

Options to change the text in the proposal from grey

Currently the text in the proposal is grey, we would like the option to use other colours, although we would like black

Created 20 Dec 16:02 by Guest

Create Proposal

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