GoProposal Ideas Portal

1 Vote

<h1>hello</h1>

<h1>hello</h1>

Created 24 Feb 17:34 by Guest

Electronic Check

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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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1 Vote

Multiple or Dropdown to other versions of Terms & Conditions

We have two companies here, each with their own terms and conditions. Therefore it would be handy if we could have a drop down in the T&Cs so we could pick which version we need.

Created 18 Feb 07:02 by Guest

Templates

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23 Vote

Automated clearance letters

As with the engagement letter, clearance requests could be assigned in the line items and generate an internal document when the proposal is accepted. It could be attached on the same "WAHOO!!!...." email with the LOE.

Created 22 Jun 09:12 by Guest

OverSuite

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1 Vote

Ability to be able to amend the wording on AML texts and e-mails to client

Ability to be able to amend the wording on AML texts and e-mails to client

Created 14 Feb 15:32 by Guest

Electronic Check

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1 Vote

Payrolling Benefit In Kind

As payrolling benefit in kind will be mandatory from the 2026-27 tax year it would be useful to have an oversuite terms option for this service rather than just the P11D option. We are looking to get our employers moved over to payrolling benefits...

Created 14 Feb 11:20 by Guest

OverSuite

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13 Vote

Alternative to GoCardless

with GoCardless not prepared to defend or give the opportunity to defend fraudulent refund claims an alternative such as Stripe should be within the system.

Created 06 Jul 16:21 by Guest

Integrations

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2 Vote

Please change the default for the dashboard to show data

We would like the option to have the default view as show data or hide data, not return to hide data every time

Created 20 Dec 15:59 by Guest

Proposal Dashboard

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20 Vote

Automatically add follow up dates to my calendar

Follow up dates chosen when creating a proposal to sync with the calendar of the person producing it!

Created 26 May 09:09 by Danielle Fisher

New Feature

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3 Vote

Client Reports

Being able to run reports of clients with certain attributes for AML purposes e.g. all clients who have been deemed a High Net Worth, are high risk

Created 23 Oct 14:15 by Guest

Risk Assessment

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