GoProposal Ideas Portal

6 Vote

Add "Date proposal WON" field to the export

In order to report on historic dates of proposals won, it would be incredibly helpful for the "date proposal won" data field, which is viewable in GP to be included in the export

Created 17 May 08:33 by Guest

Existing Feature

0 Great Minds Think Alike - This Exists Today
5 Vote

Export line item prices as csv

It would be great if line item pricing could be exported as csv rather than just as pdf

Created 20 May 17:20 by Guest

Existing Feature

2 Great Minds Think Alike - This Exists Today
4 Vote

Professional Clearance Letter - VAT certificate

On the Professional Clearance letter under the VAT section please can we add in a request for the VAT certificate. It's a fairly common request as the clients never know how to download one or have a copy and we still have to jump through hoops wi...

Created 11 Feb 12:26 by Guest

Key Documents / OverSuite

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3 Vote

Contacts hub - Sort clients by business type. For example show all limited companies

Contacts hub - Sort clients by business type. For example, show all limited companies only.

Created 09 Mar 15:17 by Guest

Existing Feature

0 Great Minds Think Alike - This Exists Today
1 Vote

Search sanctions and PEP lists etc at early stage

The KYC and RA stages need an answer to sanctions and PEP questions, but no search facility is offered. This means that I have to use a competitor product (at further cost) to achieve this

Created 18 Oct 15:10 by Guest

Electronic Check

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2 Vote

Download line items fee list into csv or excel, not just pdf, pretty please

Want to undertake a line item fee comparison with other colleagues and need to be able to compare and elicit variances.

Created 25 May 13:45 by Guest

New Feature

0 Great Minds Think Alike - This Exists Today
2 Vote

View and export fee split

To see what fees you have quoted/won for each section of the proposal, eg payroll, bookkeeping. Year end, management accounts

Created 01 Mar 21:20 by Nicola Hageman

New Feature

3 Great Minds Think Alike - This Exists Today
1 Vote

Improved 'status' filter options

We feel that the ability to 'filter' by a multiple status of proposals would be a good idea. As an example, to be able to see all clients whose status is 'not' won instead of just being able to filter by one particular status.

Created 16 Mar 17:07 by Steve Pickering

New Feature

2 Great Minds Think Alike - This Exists Today