GoProposal Ideas Portal

3 Vote

Alternative methods of two-factor authentication (2FA)

Adding an option for Google Authenticator/Authy type 2FA.

Created 16 Aug 12:03 by Guest

User Management (Roles)

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6 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

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2 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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6 Vote

Thank you for signing the letter of engagment

When not using engagement letters through GoProposal, when the client approves the proposal, it says "thank you for signing the letter of engagement" when only the proposal was signed. This should say "thank you for signing the proposal" as withou...

Created 24 Feb 12:19 by Guest

New Feature

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1 Vote

Percentage based pricing

A way to indicate a line item will be charged based on a percentage of the savings when the service is complete. There would be no actual calculation on the proposal.

Created 18 Jun 16:07 by Guest

Line Items

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3 Vote

Ability to add your own font if not available from the drop-down

There is only a few fonts to select from. I know other websites will allow you to upload a .otf or .ttf file to them so you can use a specific font.

Created 03 Jul 15:05 by Guest

Configurations

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3 Vote

AML - Adding Attachments

Specifically for AML - it would be great if you could attach their ID documents and also the results of an AML check to the contact so all of the AML items were in one place. To make this even better would be if there was a dropbox email or someth...

Created 23 Jun 11:39 by Guest

AML

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5 Vote

Export line item prices as csv

It would be great if line item pricing could be exported as csv rather than just as pdf

Created 20 May 17:20 by Guest

Existing Feature

2 Great Minds Think Alike - This Exists Today
1 Vote

Edit Contents Page & placement of full page pdfs

The ability to choose where the full page pdfs sit within the proposal & the being included within the contents. Currently they are not included in the contents page so that page doesnt include all of the contents We have been working on impro...

Created 05 Jun 09:54 by Guest

Templates

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1 Vote

Can you add an option where we can change the topic above the table with the amounts in proposal?

We want an option where we can change the topic above the table with the amounts in the proposal. Ex: We wanted to change 'One-off Cost' into 'Success Fee'

Created 05 Jun 09:27 by Guest

New Feature

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