GoProposal Ideas Portal

1 Vote

Assignment Terms Letter for Audits

Hi, We are required to provide assignment terms to all audit clients every year and we refresh our engagement letters before the start of every audit so would really like these in one place. Can we either have this as a document available in the d...

Created 11 Apr 08:47 by Guest

Key Documents

0 Great Idea Currently In The Works
1 Vote

Professional clearance letter to include sections for all services

The professional clearance letter in Oversuite only has 6 sections to include. It needs to include a section based on every service selected in the proposal

Created 23 Sep 13:58 by Guest

Key Documents / OverSuite

2 Great Idea Currently In The Works
1 Vote

Add more than 2 price ranges on set up

Would it be possible to add more than 2 price ranges on the pricing set up

Created 14 Sep 09:06 by Guest

Existing Feature

0 Great Idea Currently In The Works
1 Vote

Adding a "Send URL" and "Sign Now" options when waiting on multiple signatories

Scenario we just had: Multiple signatories required, the primary client had already signed electronically and we were waiting on the second that was not as experienced using tech. Of Note - It was later discovered that settings on his apps were pr...

Created 30 Aug 14:09 by Cory Litzenberger

Existing Feature

2 Great Idea Currently In The Works
1 Vote

Add Custom ID Field to identify clients

Create a custom ID field (for the contacts or new dashboard views) so that we can match against existing external client databases where a integration is not possible. This field should also be included in the Zapier data being passed as well as a...

Created 30 Aug 09:57 by Guest

New Feature

0 Great Idea Currently In The Works
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