GoProposal Ideas Portal

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
5 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

0 We're Taking A Look At This
6 Vote

A pay as you go membership to pay per proposal

For small firms and sole trader accountants who don't have high income, it would be very helpful if there was a pay as you go option to pay per proposal sent. I do not have the cashflow to pay £137 per month to send out approx 2 proposals.

Created 27 Jul 13:55 by Guest

New Feature

1 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
5 Vote

Presentation of proposals for a single entity, when we have enabled the multi entity feature.

Please can there be an option added to the proposal itself where you can turn on and off the multiple entities feature.It does not look great when you are sending a proposal to a single entity prospect & on the costings breakdown is the compan...

Created 13 Feb 12:25 by Guest

Go Proposal

1 Not In Our Plans Right Now
1 Vote

Be able to using a pricing range in the proposal rather than a set fee

.

Created 21 Jul 08:39 by Russell Henderson

Pricing

0 We're Taking A Look At This
6 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

3 Great Minds Think Alike - This Exists Today
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
2 Vote

Exporting contacts to CSV

It would be good to be able to export the contacts into a csv of have an integration with Mailchimp

Created 19 Nov 10:05 by Guest

Contact Hub

0 We're Taking A Look At This