GoProposal Ideas Portal

4 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

0 We're Taking A Look At This
1 Vote

Can emails sent from Goproposal be embedded into an email from our business to stop Outlook filters from relegating onboarding emails

We are finding the lots of emails from GoProposal to our clients are getting lost in spam or junk - Outlook filters are continously getting stricter - if our firm's email domain name could be embedded this could solve the filters issue perhaps?

Created 27 Jun 09:54 by Sophie B

OverSuite

0 We're Taking A Look At This
1 Vote

Font on Contents Page to be the font selected in Company Branding

When selecting a font on the company branding page, this only applies to the general text and headings and it does not update the font on the contents page.

Created 26 Jun 10:25 by Guest

Configurations

0 We're Taking A Look At This
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
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 Steve Pickering

New Feature

4 We're Taking A Look At This
4 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

1 We're Taking A Look At This
6 Vote

Dashboard showing overall AML status

drillable Dashboard to show overall picture of firm AML status and number of clients in enhanced, normal, low categories at a glance rather than having to click through into individual clients to see.

Created 17 Jan 14:40 by Guest

AML

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

Ability to discuss tax affairs with spouse

Include cover in proposals to enable us to discuss tax affairs with a spouse

Created 25 Jun 20:28 by Emily Wilson

Templates

0 We're Taking A Look At This
2 Vote

Please change the default for the dashboard to show data

We would like the option to have the default view as show data or hide data, not return to hide data every time

Created 20 Dec 15:59 by Guest

Proposal Dashboard

0 We're Taking A Look At This
4 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