GoProposal Ideas Portal

84 Vote

Allow End of Financial Year to be before Proposal Start Date

We have legacy clients where we did not charge catchup for the accounts. We also might have a commercial reason for including a year end say the day before the start of the proposal in this year's invoices and payments. We can now not use key date...

Created 13 Jul 15:30 by Guest

New Feature

10 Love This Idea Likely To Be Coming Your Way
1 Vote

Add 'Main Contact' Field to Dashboard Summary

In our firm, there is one Principal in Charge; however, we assign different staff members as the main contact for each client and formally confirm this to the client. At present, we are unable to identify the assigned main contact from the Dashboa...

Created 16 Feb 16:06 by Guest

Proposal Dashboard

0 We're Taking A Look At This
24 Vote

Option to generate reports to show a list of clients who have a particular service

It would be helpful to be able to report a list of clients who take up a particular service, for example, those who have registered office.

Created 29 Apr 11:02 by Guest

Go Proposal

1 We're Taking A Look At This
1 Vote

Integration with FreeAgent

The majority of my practice clients are manual, accountsprep or FreeAgent. I only have one client using SBCA.

Created 03 Feb 14:49 by Guest

New Integration

0 We're Taking A Look At This
1 Vote

Report showing which clients have Self Assessment included

We would like the ability to generate a report that shows which clients have Self Assessments (SA) covered under their services. Ideally, the report would allow us to: See all services associated with each client Identify which clients have SA...

Created 03 Feb 13:19 by Guest

Proposal Dashboard

0 We're Taking A Look At This
41 Vote

Produce separate engagement letters from one proposal

We might be sat with a client discussing their 2 businesses, their payroll (which we have a separate engagement letter for) and their personal tax returns. We can produce a full proposal in the meeting so they have visibility of everything price-w...

Created 28 Mar 13:53 by John Burgess

Existing Feature

22 We're Taking A Look At This
35 Vote

Annual Pricing

Currently the proposals only have Monthly and One-Off cost headings. We charge some of our clients annual, So it doesn't fit in under either of the above. Having a third heading of annual would be very beneficial.

Created 24 May 08:49 by Guest

New Feature

3 We're Taking A Look At This
25 Vote

Incorporate practice name into outgoing email address (remove 'mailgun')

Emails would appear more authentic and legitmate if we can incorporate our firm name into the outgoing email address, or send from our personal email address/a central firm email address

Created 23 May 22:10 by Emily Wilson

Configurations

3 Great Idea Currently In The Works
19 Vote

Is there any way that emails from Go Proposal could come from accountant's address rather than from noreply@mailgun.goproposal.com?

Our clients can never trace those emails and they don't look legit for them

Created 28 Nov 11:15 by Guest

New Feature

0 We're Taking A Look At This
1 Vote

Export Core Price list in CURRENT or of Items

Right now, if you export your Core Price and Service list, it totally disorganizes the information and does not export it in the order that is in GoProposal. I am told it exports those lines as they were originally entered, which is completely use...

Created 20 Jan 18:00 by Guest

Line Items

0 We're Taking A Look At This