GoProposal Ideas Portal

3 Vote

Ability to discuss tax affairs with spouse

Include cover in proposals to enable us to discuss tax affairs with a spouse

Created 25 Jun 20:28 by Emily Wilson

Templates

0 We're Taking A Look At This
3 Vote

Clearance Letters

Adding the functionality to be able to email clearance from GP would be most useful.

Created 24 Jun 09:13 by Guest

New Feature

0 We're Taking A Look At This
16 Vote

We would like to be able to edit the Oversuite Disengagement letter

Disengagement letter is great except the last paragraph which talks about signing and returning a duplicate letter. We do everything by email and would email the letter to our client. Therefore we would want them to email back. The last paragraph ...

Created 13 May 14:31 by Guest

Key Documents / OverSuite

0 Great Idea Currently In The Works
1 Vote

Automatic email chaser for "live" engagement/proposals

It would be useful to have an automatic follow up for the "live" proposals which have not yet been approved. This could be altered in frequency so it chasers up every week that the proposal is no approved for example. Being able to update the emai...

Created 10 Oct 12:19 by Guest

New Feature

0 We're Taking A Look At This
1 Vote

Quarterly payment option

for services like VAT Returns

Created 09 Oct 11:38 by Guest

New Feature

0 We're Taking A Look At This
12 Vote

Automated reminders for fee reviews

I would love if old proposals where to come up at the top of the proposal lists marked with a specific color after a set number of months as a reminder to conduct a fee review.

Created 29 Sep 13:57 by Guest

New Feature

5 Love This Idea Likely To Be Coming Your Way
4 Vote

Add client responsibility for confirming their employees eligibility to live and work in UK to the standard payroll engagemet letter

Add the following point to client's responsibilities section of payroll engagement letter... "Completing checks on a new employee’s eligibility to live and work in the UK in accordance with current legislation."

Created 12 Mar 14:53 by Guest

Engagement Letter Request

1 One For The Future
2 Vote

Change Letter of Engagement when editing a proposal.

When a proposal is generated and you edit the Letter of Engagement it does not update the LoE template and uses the originally selected one.

Created 17 Jul 13:58 by Russell Henderson

New Feature

0 We're Taking A Look At This
2 Vote

upload or customise AppsMap icons

It is not possible to add new icons to the AppsMap feature. Adding new icons are not supported . We should be able to upload our own as we do with the company logo.

Created 17 Jul 13:36 by Marie-Helene Sheeran

Existing Feature

0 We're Taking A Look At This
11 Vote

Ability to sort Dashboard for draft proposals

To be able to sort the dashboard by draft proposals in the same way that you can with the Proposals tab

Created 27 Sep 09:03 by Steven Robinson

Existing Feature

3 Great Idea Currently In The Works