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

We're Taking A Look At This
9 Vote

Notification Centre in GoProposal

To have a notifications centre embedded in GoProposal personalised to your firm. This would provide you with key info such as: Proposals recently accepted Renewals you need to take a look at Proposals you need to follow up on Reminders of actions ...

Created 22 Feb 10:39 by Danielle Fisher

New Feature

One For The Future
9 Vote

Live Proposal and Engagement Letter Portals

As opposed to proposals and engagement letters being in PDF format, your clients will be able to login to a live portal containing all of the up to date proposal and engagement letter information.

Created 09 Feb 20:30 by Danielle Fisher

New Feature

Love This Idea Likely To Be Coming Your Way
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

One For The Future
2 Vote

Manually adjust 'Consider' Fees

The additional flexibility would be useful in unusual circumstances where the standard fee calculations are not appropriate.

Created 03 Oct 09:28 by Guest

Pricing

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8 Vote

Oversuite Schedules for share transfers and share splits

I have to complete a share transfer form and also split some shares for a client.

Created 06 Jun 15:01 by Guest

OverSuite / Service Schedule request

Great Idea Currently In The Works
5 Vote

Option to edit Oversuite documents such as the professional clearance request

Pulling the oversuite documents directly from the proposal is a great idea, however it's a shame these documents aren't customisable like the other areas of GoProposal are.

Created 11 Jan 13:34 by Guest

Key Documents

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3 Vote

Allow quotes for items on hourly billing

We prefer to bill bookkeeping on an hourly rate and also complete VAT returns at the same time but as there is no option to set up hourly billing we cannot add the services with an engagement letter to the proposal

Created 19 Feb 11:31 by Katrina Turton

Pricing

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8 Vote

View your conversion rates (live to accepted) on the main dashboard

Show users their average conversion rate on the main dashboard.

Created 18 Mar 13:10 by Danielle Fisher

Existing Feature

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8 Vote

Ability to add user defined fields

The ability to create your own user defined fields, ie Date of Birth, National Insurance number etc of potential new clients would be very useful.

Created 16 Mar 14:36 by Stephen Pickering

New Feature

We're Taking A Look At This