GoProposal Ideas Portal

1 Vote

Is there any way that I can remove this 'Costs' column in the proposal. I only want to show the services there?

In the current proposal when we don't want to show and amount it shows as £0. But we only need to show the services in that proposal.

Created 05 Jun 09:21 by Guest

New Feature

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5 Vote

Reporting: To be able to see total revenue being brought in across different line items

To break down and visualise the fee's different services (line items) are bringing to the business.

Created 11 May 08:35 by Danielle Fisher

New Feature

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1 Vote

Be able to remove line items from repeating invoices

Be able to remove line items from repeating invoices instead of having the delete the repeating invoice and then reraise the quote. The other workaround is to delete the repeating invoice in GoProposal and then raise a repeating invoice in Xero wh...

Created 04 Jun 10:08 by Guest

Line Items

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2 Vote

Ability to run reports and extract data from contact screen

It would be useful to add fields to the contact screen (in my case client ref) but would be useful to be able to add custom fields. More importantly it would be great to be able to run reports and extract data into .csv from the contact screens.

Created 14 Nov 11:43 by Guest

Contact Hub

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5 Vote

Ability to duplicate whole sections

Sometimes it is necessary when adding new services to add a whole existing section. Currently only lines can be duplicated.

Created 30 Mar 19:22 by Andy Downs

Existing Feature

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2 Vote

Price breakdown per entity when using multiple entities

It would be quite confinient, when in the proposal there would also be a breakdown per entity of the price. Now we have to do this outside of the system.

Created 10 Nov 09:50 by Nico Prevoo

New Feature

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5 Vote

Archive for proposals

i’d like to archive lost proposals instead of deleting in case they come back and I can refer back to what I quoted before. I like green buttons on my dashboard so don’t want to mark as lost.

Created 21 Mar 23:11 by Guest

New Integration

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5 Vote

Dropdown version numbers on the proposal dashboard

Instead of displaying all versions of a proposal, give users the ability to expand or collapse them.

Created 18 Mar 12:59 by Danielle Fisher

Existing Feature

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5 Vote

Make PDF read "FINANCIAL YEAR END".

At the moment it reads YEAR END which has confused one of my clients as he wondered why it did not say DECEMBER.

Created 03 Mar 15:10 by Guest

New Feature

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2 Vote

Summary / Alert box in contact hub showing total of "Action Required" contacts

Show an at a glance box on the contact hub main page showing the total number of clients that have "Action Required" status

Created 29 Oct 18:06 by Guest

AML

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