GoProposal Ideas Portal

19 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

Can we incorporate our client code within either your ID or as a separate field?

It would be great to be able to search by our client code and or alphabetically on business code or surname of individual client

Created 28 Nov 14:46 by Guest

OverSuite

0 We're Taking A Look At This
1 Vote

Exporting contacts to CSV

It would be good to be able to export the contacts into a csv of have an integration with Mailchimp

Created 19 Nov 10:05 by Guest

Contact Hub

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39 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

21 We're Taking A Look At This
32 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
12 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
13 Vote

Alternative to GoCardless

with GoCardless not prepared to defend or give the opportunity to defend fraudulent refund claims an alternative such as Stripe should be within the system.

Created 06 Jul 16:21 by Guest

Integrations

2 We're Taking A Look At This
21 Vote

Automated clearance letters

As with the engagement letter, clearance requests could be assigned in the line items and generate an internal document when the proposal is accepted. It could be attached on the same "WAHOO!!!...." email with the LOE.

Created 22 Jun 09:12 by Guest

OverSuite

2 We're Taking A Look At This
4 Vote

Schedule of Service for Tax Enquiries please

We sometimes have to help clients with HMRC Tax Enquiries but don't currently have an Oversuite Schedule

Created 17 Jun 15:47 by Guest

Service Schedule request

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1 Vote

Client Reports

Being able to run reports of clients with certain attributes for AML purposes e.g. all clients who have been deemed a High Net Worth, are high risk

Created 23 Oct 14:15 by Guest

Risk Assessment

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