GoProposal Ideas Portal

2 Vote

Notification or Email from GP for AML Checks Completed by Client

This would be usual so that our admin team can complete the auto approval and download the AML check for file completion without going through all the client lists to see who's waiting to be reviewed

Created 08 Jul 11:59 by Alix Sheppard

Electronic Check

1 We're Taking A Look At This
12 Vote

Make Letters of Engagement Printable for Manual Signature

There are still some legacy clients that will need to manually sign a printed engagement letter. It would be helpful if the engagement letter could provide a space for this with the option to print.

Created 25 Apr 14:09 by Danielle Fisher

Create LOE / OverSuite

2 We're Taking A Look At This
3 Vote

An option for a global increase in prices

a function that allows you to increase all or select line items by % increase to save having to update each price

Created 11 Apr 20:01 by Guest

Pricing

0 We're Taking A Look At This
3 Vote

to be able to amend the wording on the disengagement letters or create them without needing a won proposal

Sometimes the wording on the disengagement letter doesn't fit in with the client we are sending it to, for example, if they were a client before we began using Go Proposal they may not have had a letter of engagement generated on here but we cant ...

Created 05 Apr 12:14 by Guest

Go Proposal

1 We're Taking A Look At This
10 Vote

Report showing services and prices by client

This would enable us to see the total revenue generated by each line item and to break this down by client

Created 14 Jul 10:30 by Penelope Allard

New Feature

1 We're Taking A Look At This
9 Vote

Oversuite Docs to use most recent branding

At present, the branding on Oversuite Docs (professional clearance, disengagement etc) use the branding that was in place at the time of the original proposal, and not the most recent. If you go through a re-brand this would mean any documents tha...

Created 22 Sep 10:24 by Guest

OverSuite

5 Great Idea Currently In The Works
7 Vote

Apps map not linked to line items

I would like to be able to create an apps map with items not linked to line items. I’d like to show the client a full picture of all their data feeds including any they don’t purchase through me. Or to include separate bank accounts which I would ...

Created 03 Feb 03:58 by Guest

Existing Feature

0 One For The Future
10 Vote

Ability to select relevant team members for inclusion in proposal

With a team of 100 in Leeds, we often have different team members involved with a client (Partner, Business manager, personal tax manager, payroll, etc). It would be awesome if we had the ability to select the relevant people to include their phot...

Created 03 Mar 15:29 by John Burgess

New Feature

1 Love This Idea Likely To Be Coming Your Way
8 Vote

GoProposal to integrate with Companies House

Pre-fill known info on a company at the create proposal and add contact stages, by searching through Companies house. Data sets include company name, company registered address, and names of beneficial owners and directors.

Created 12 Sep 12:39 by Danielle Fisher

New Feature

0 One For The Future
9 Vote

Practice Management in GoProposal

For GoProposal to build it's own practice management system.

Created 01 Jun 14:57 by Danielle Fisher

New Feature

1 We're Taking A Look At This