GoProposal Ideas Portal

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
8 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
1 Vote

Multiple or Dropdown to other versions of Terms & Conditions

We have two companies here, each with their own terms and conditions. Therefore it would be handy if we could have a drop down in the T&Cs so we could pick which version we need.

Created 18 Feb 07:02 by Guest

Templates

0 We're Taking A Look At This
9 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
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

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
1 Vote

Ability to be able to amend the wording on AML texts and e-mails to client

Ability to be able to amend the wording on AML texts and e-mails to client

Created 14 Feb 15:32 by Guest

Electronic Check

0 We're Taking A Look At This
1 Vote

Payrolling Benefit In Kind

As payrolling benefit in kind will be mandatory from the 2026-27 tax year it would be useful to have an oversuite terms option for this service rather than just the P11D option. We are looking to get our employers moved over to payrolling benefits...

Created 14 Feb 11:20 by Guest

OverSuite

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
1 Vote

Automatically notify team of renewals

When a proposal has run a term (be that 3/6/9/12 months) an automatic reminder sent to dash board or email to review/renew

Created 06 Feb 16:13 by Guest

New Feature

0 We're Taking A Look At This