GoProposal Ideas Portal

4 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

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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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5 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

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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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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
1 Vote

Manually Won Email

If a proposal is manually marked as won, only the staff member in charge gets an email notification of acceptance, need ability to put another email / employee on to get the email

Created 03 Jul 14:36 by Kat Sleight

Existing Feature

3 Great Minds Think Alike - This Exists Today
2 Vote

OverSuite: Login straight to the Dashboard

When I login to OverSuite it takes me to the engagement letter creation page. This would be better if it went to the dashboard as I need to create a new individual/company or check on previously sent engagements more often than wanting to go strai...

Created 12 Mar 15:22 by Sophie B

Create LOE

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2 Vote

'Printed/Filed' button on the actions list

Add a 'Printed' or 'Filed' button on the actions list to enable multiple users to know that the document has already been filed in a physical file.

Created 12 Mar 12:48 by Sophie B

Proposal Dashboard

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1 Vote

Can emails sent from Goproposal be embedded into an email from our business to stop Outlook filters from relegating onboarding emails

We are finding the lots of emails from GoProposal to our clients are getting lost in spam or junk - Outlook filters are continously getting stricter - if our firm's email domain name could be embedded this could solve the filters issue perhaps?

Created 27 Jun 09:54 by Sophie B

OverSuite

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1 Vote

Font on Contents Page to be the font selected in Company Branding

When selecting a font on the company branding page, this only applies to the general text and headings and it does not update the font on the contents page.

Created 26 Jun 10:25 by Guest

Configurations

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