GoProposal Ideas Portal

1 Vote

Need a Customised Field added under Primary Contact Details - Client ID or Client Code, that is specific to our client on our system.

When we add a client name, surname, email and position in the company, we also want to add a Client ID for our system to identify the client to which a proposal must be tagged and also use this field to auto add it to the subject of our email temp...

Created 16 Jul 12:59 by Guest

Configurations

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2 Vote

Grouping versions of proposals together - like is was!

Please can we have the old style of looking at the proposals we have drafted and sent. Currently they are all separate and I can't see the draft of a proposal without search for the company. Previously they were all grouped meaning I could look at...

Created 19 Feb 20:10 by Kelly Graham

Proposal Dashboard

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2 Vote

To be able to check the status of email sent for Document checks, same way when you send a proposal email

If I decide to do AML checks with GoProposals, it is currently not possible to track the email sent to the client for document checks. You can only see the status. I would like to know for sure if that email was sent by receiving an email confirma...

Created 14 Feb 11:46 by Guest

Electronic Check

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1 Vote

retrieve deleted contracts

It would be usful to have a retrieve deleted invoice

Created 10 Jul 09:38 by Guest

Go Proposal

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1 Vote

Main contact name different to signatory name, change this on main page.

We need to change the main contact name in 9/10 of our engagement letters as it is not the same person who will be signing the engagement letter. To do this we are having to go into configuration, change this, then remember to change it back befor...

Created 09 Jul 10:49 by Heather Norcross

Go Proposal

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1 Vote

User permissions

Setting up user permissions where only some users can approve an AML check if enhanced. While having another permission level to allow users to approve anyone that is set as a normal risk level.

Created 09 Jul 10:00 by Guest

AML

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1 Vote

Ability to change trading name that engagement paperwork comes from

If the firm operates under two trading names for different aspects of work (eg. ABC Limited for general accountancy and ABC (Audit) Limited for Audit work) then the ability to select which name appears on the engagement paperwork for general v aud...

Created 09 Jul 08:58 by Victoria Ferguson

Create LOE

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4 Vote

Automatic Annual Price Increase for all Service Lines

It would be great if we could set a % price increase each year so that all line items are automatically increase by this % on a certain date.

Created 31 Mar 10:26 by Guest

Pricing

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6 Vote

Add "Date proposal WON" field to the export

In order to report on historic dates of proposals won, it would be incredibly helpful for the "date proposal won" data field, which is viewable in GP to be included in the export

Created 17 May 08:33 by Guest

Existing Feature

0 Great Minds Think Alike - This Exists Today
6 Vote

Proposals marked as lost should then have their signing link marked as 'Void'

We were always under the impression that proposals marked as Lost could then not be signed/approved in Go Proposal by the client. It was only when a 'Lost' proposal was recently approved and I queried this that I learnt that is not actually the ca...

Created 27 Apr 11:25 by Andrea Thomas

New Feature

4 We're Taking A Look At This