GoProposal Ideas Portal

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
1 Vote

Unlike the Old Dashboard, the Version History on the New Dashboard is now just a long list of previous versions with no values, so cannot easily identify/decide at a glance which of the versions should be kept and sent to a client and which to delete/discard, without having to now click a few times to see the values on individual screens.

We always create two or three versions of the same proposal by editing, so that we can review them with our management team and decide which would be the most suitable to send to a client and which to delete. In the OLD DASHBOARD we could easily c...

Created 10 Mar 14:13 by Guest

Existing Feature

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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

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

Filter to sort proposals by Signed, won date

We have so many proposals for many advisors. We can't remember the created dates. All we care about if the won or signed date. This would allow us to review all won proposals by the most recent easily.

Created 16 Jan 14:26 by Guest

Proposal Dashboard

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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

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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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6 Vote

Export line items with client information

To be easily able to generate a list of clients that have signed up for a certain service. Particularly useful if a certain service is outsourced and you need to send a client list to the outsourcer.

Created 03 Apr 10:40 by Oliver Blackmore

Configurations

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