GoProposal Ideas Portal

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

0 We're Taking A Look At This
1 Vote

Quarterly payment option

for services like VAT Returns

Created 09 Oct 11:38 by Guest

New Feature

0 We're Taking A Look At This
2 Vote

Grouping versions of proposals together - like is was!

Please can we have the old style of looking at the proposals we have drafted and sent. Currently they are all separate and I can't see the draft of a proposal without search for the company. Previously they were all grouped meaning I could look at...

Created 19 Feb 20:10 by Kelly Graham

Proposal Dashboard

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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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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

0 We're Taking A Look At This
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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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

1 We're Taking A Look At This
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

0 We're Taking A Look At This
5 Vote

Secondary contact details on proposal - pull from Senta

Please can we set up the secondary contact on a proposal to be able to be pulled directly from Senta like the primary contact.

Created 16 Feb 09:57 by Guest

New Feature

1 We're Taking A Look At This
4 Vote

Add Renewal Date Required & Reminder

When creating a proposal allow a section for a renewal reminder, so we can update our service levels every 3 months. Rather than just the client year end which it currently on reminds on.

Created 15 Aug 11:35 by Kelly Graham

New Feature

2 We're Taking A Look At This