GoProposal Ideas Portal

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

0 We're Taking A Look At This
9 Vote

Ability to download reports by services/line items would be very useful

We are constantly adapting and trying to improve our workflows so would find it very useful to be able to run a report on which clients have specific services or line items in their current proposals.

Created 07 Apr 11:50 by Andrea Thomas

New Feature

1 We're Taking A Look At This
1 Vote

Make the API public

to allow for custom integration

Created 21 Aug 14:19 by Marie-Helene Sheeran

New Integration

0 We're Taking A Look At This
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

3 Great Idea Currently In The Works
9 Vote

Disengagement letter Respective Responsibilities - allow editing

Feedback on disengagement letters 1: In the disengagement letter there is a paragraph titled "Respective Responsibilities". The text is too generic (not detailed enough) for what most other accountants ask for. It currently just says we will provi...

Created 11 Feb 12:16 by Guest

Key Documents / OverSuite

0 We're Taking A Look At This
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

2 One For The Future
7 Vote

GoProposal AML: Firm Wide Risk Assesssment

For GoProposal to build the practice wide risk assessment.

Created 04 Aug 11:45 by Danielle Fisher

New Feature

0 Love This Idea Likely To Be Coming Your Way
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

0 We're Taking A Look At This
3 Vote

Adding annual recurrent fee which would not appear as one-off cost on a proposal

We charge the clients annually for set of accounts and personal tax and there is no way to show on Go proposal a correct figure that it's not one off cost

Created 28 Nov 11:23 by Guest

Pricing

0 One For The Future
8 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

1 One For The Future