GoProposal Ideas Portal

3 Vote

Allow calendar-year Alignment Fee and/or manual override of Alignment Fee

The Alignment Fee does not allow us to distinguish between services we charge based on a calendar year (annual services such as payroll reconciliations) and services we charge based on the client's financial year (such as year-end tax preparation)...

Created 22 Nov 20:40 by Bill Mosca

Pricing

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

Integration with Xenon Connect

Xenon Connect is integrating with Sage Accounting and already integrated with Xero/QBO/FreeAgent. Dext Precision integration with GP already exists but firms using Xenon Connect are unable to take advantage of auto feeding in transaction volumes e...

Created 31 Jul 16:07 by Guest

Integrations

0 We're Taking A Look At This
5 Vote

Presentation of proposals for a single entity, when we have enabled the multi entity feature.

Please can there be an option added to the proposal itself where you can turn on and off the multiple entities feature.It does not look great when you are sending a proposal to a single entity prospect & on the costings breakdown is the compan...

Created 13 Feb 12:25 by Guest

Go Proposal

1 Not In Our Plans Right Now
1 Vote

show both monthly recurring costs and annualised recurring costs with the proposal

it is not currently possible to show both monthly costs and annualised costs in the proposal

Created 29 Jul 14:53 by Victoria Ferguson

Pricing

0 We're Taking A Look At This
7 Vote

Have only the current proposal marked as 'Won' - the expired proposal as 'replaced'

Where we have a client with multiple proposals can we show the current one as 'won' but and the previous ones as 'replaced' or 'renewed' or something similar.

Created 28 Apr 12:52 by Guest

New Feature

2 We're Taking A Look At This
4 Vote

Contacts hub needs the ability to have more than one email address per client so you can set up separate contacts for invoices to proposal approver

Contacts hub should have the ability to add separate contact fields per type, with associated email addresses, per client. This is because we find many clients have a different contact for approving the proposal (such as a Company Director) to who...

Created 26 May 13:14 by Andrea Thomas

Contact Hub

0 We're Taking A Look At This
1 Vote

Proposal Versions to be able to mark earlier versions as inactive

You do not want prospects opening the wrong version but want to retain the story.

Created 19 Jul 09:57 by Guest

Proposal Dashboard

0 We're Taking A Look At This
6 Vote

A pay as you go membership to pay per proposal

For small firms and sole trader accountants who don't have high income, it would be very helpful if there was a pay as you go option to pay per proposal sent. I do not have the cashflow to pay £137 per month to send out approx 2 proposals.

Created 27 Jul 13:55 by Guest

New Feature

1 We're Taking A Look At This
3 Vote

Countdown of how many proposals sent in month?

might just be me as I'm fairly new but my dashboard looks messy with various versions and some old unsigned ones, I have tried using the date as filter.

Created 03 Oct 15:22 by Kirsty St John

Proposal Dashboard

0 Great Idea Currently In The Works
1 Vote

Integration with Quickbooks Desktop

only use QBD, need integration for AR, invoicing, billing

Created 16 Jul 13:45 by Guest

Integrations

0 We're Taking A Look At This