GoProposal Ideas Portal

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
2 Vote

AAT logo added to professional body legend

to enable AAT member firms to use the AAT logo on letterhead

Created 09 May 10:41 by Guest

Create LOE

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2 Vote

Removal of Step 3 before signing

Hi I would to request that once you receive an email to sign your proposal and open it, then Step 3 can be removed regarding payment terms.

Created 09 May 07:37 by Guest

Engagement Letter Request

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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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3 Vote

Alternative methods of two-factor authentication (2FA)

Adding an option for Google Authenticator/Authy type 2FA.

Created 16 Aug 12:03 by Guest

User Management (Roles)

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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

Bulk Export

To add the functionality to bulk export client data and checks, in the event of needing to migrate software

Created 16 Apr 11:25 by Guest

AML

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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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1 Vote

Nominal code based on Staff

We would like a option to allocate a nominal code or tracking code to the staff that produce the proposals.

Created 20 Dec 16:07 by Guest

Existing Integration

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