GoProposal Ideas Portal

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

1 We're Taking A Look At This
5 Vote

Add Quarterly billing to clients

Allow pricing to be set by a quarterly charge rather than monthly or annually

Created 03 Aug 11:18 by Guest

New Feature

0 We're Taking A Look At This
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

0 We're Taking A Look At This
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)

0 We're Taking A Look At This
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
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

0 We're Taking A Look At This
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

0 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