GoProposal Ideas Portal

81 Vote

Automatic Reminders For Unsigned Proposals

For GoProposal to flag to you which proposals haven't been signed on a weekly or monthly basis.

Created 09 Feb 20:32 by Danielle Fisher

8 Great Ideas Delivered
25 Vote

AML and Risk Assesments in GoProposal

For GoProposal to handle AML including checks, risk assesments, reminders & renewals and ongoing monitoring.

Created 09 Feb 20:25 by Danielle Fisher

New Feature

0 Great Ideas Delivered
24 Vote

Follow Up Date Reminders in GoProposal

The ability to see when proposals to prospects are due for follow up as per the date set in the proposal. Currently there's no way of seeing this other than by using a Practice Management integration or Zapier.

Created 09 Feb 20:28 by Danielle Fisher

New Feature

1 Great Ideas Delivered
24 Vote

Send Letters of Engagement Without Proposals (OverSuite)

Firms would benefit from the ability to send engagement letters without proposals, especially those using OverSuite, and have these electronically signed.

Created 09 Feb 20:27 by Danielle Fisher

OverSuite

2 Great Ideas Delivered
4 Vote

Sort out the tick images on the Proposal (changed over the weekend of 16 Dec 2023)

GP have run an update and now the proposal screen is very unclear with the ticks with pale green for selected, pale green shading for road map and dull tick for not included. Previously if something wasn't selected the tick was not visible - much ...

Created 18 Dec 16:53 by Libby Berg

Create Proposal

1 Great Ideas Delivered
7 Vote

Skip to page of choice in the contact hub

It would be really useful to have a page choice option at the bottom of the screen so that you can hop through the pages and say jump to page 10 rather than clicking all the way through (Like Xero has on the Bank reconciliation screen)

Created 21 Feb 18:04 by Guest

Existing Integration

0 Great Ideas Delivered
2 Vote

Fees in proposal

The fees in proposal option seems to have been removed to allow you to either hide or show the breakdown. We would very much appreciate this feature to be re-instated to allow the option for each individual client. Or at least the option to allow ...

Created 11 Jan 13:00 by Guest

Configurations

1 Great Ideas Delivered
2 Vote

If accountant has changed geographical address, allow the new address to be shown on disengement letters

Our changed address this year. However if an engagemet letter was issued from our old address, the disengagment letter shows the old address and does not allow for the correct new address to be shown.

Created 05 Dec 12:43 by Guest

Key Documents

4 Great Ideas Delivered
3 Vote

GoProposal AML: Client Document Upload Portal

An upload portal integrated with your existing client engagement process so documents for verification can be uploaded.

Created 04 Aug 11:46 by Danielle Fisher

New Feature

0 Great Ideas Delivered
2 Vote

On the spot acceptance for additional signatories, not just the primary contact.

Please could we look at adding an option of on the spot acceptance for additional signatories instead of just the primary contact. This has been a feature that has been asked after for a while, and it's a feature that makes sense, as long as the p...

Created 17 May 13:22 by Guest

Existing Feature

0 Great Ideas Delivered