GoProposal Ideas Portal

9 Vote

Practice Management in GoProposal

For GoProposal to build it's own practice management system.

Created 01 Jun 14:57 by Danielle Fisher

New Feature

1 We're Taking A Look At This
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
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
1 Vote

Allow merge fields in engagement letter wording

I have been trying to use merge fields in the T@Cs of an engagement letter and it isn't working. I contacted Go Proposal and they have said this is not an option at the moment.

Created 08 Jan 16:06 by Claire McSorley

OverSuite

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
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
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
2 Vote

Make the API public

to allow for custom integration

Created 21 Aug 14:19 by Marie-Helene Sheeran

New Integration

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