GoProposal Ideas Portal

5 Vote

Presentation of proposals for a single entity, when we have enabled the multi entity feature.

Please can there be an option added to the proposal itself where you can turn on and off the multiple entities feature.It does not look great when you are sending a proposal to a single entity prospect & on the costings breakdown is the compan...

Created 13 Feb 12:25 by Guest

Go Proposal

1 Not In Our Plans Right Now
3 Vote

Ability to add your own font if not available from the drop-down

There is only a few fonts to select from. I know other websites will allow you to upload a .otf or .ttf file to them so you can use a specific font.

Created 03 Jul 15:05 by Guest

Configurations

1 Not In Our Plans Right Now
1 Vote

Integration with Quickbooks Desktop

only use QBD, need integration for AR, invoicing, billing

Created 16 Jul 13:45 by Guest

Integrations

1 Not In Our Plans Right Now
1 Vote

retrieve deleted contracts

It would be usful to have a retrieve deleted invoice

Created 10 Jul 09:38 by Guest

Go Proposal

1 Not In Our Plans Right Now
4 Vote

Import Xero Contacts to Contact Hub

The ability to import Xero contacts into the contact hub.

Created 09 Mar 13:29 by Danielle Fisher

Existing Feature

2 Not In Our Plans Right Now
1 Vote

Turn off proposal follow up reminders

we already have this covered and more in our own automations. We don’t all want another email reminder.

Created 27 Feb 16:21 by Guest

Existing Feature

0 Not In Our Plans Right Now
1 Vote

Opt out of certain new emails

I do not want the follow up reminder emails - but I do want th ewahoo emails. I'd like to select what emails I get.

Created 31 Jan 17:29 by Guest

Integrations

0 Not In Our Plans Right Now
2 Vote

Do not have Engagement Letter sections begin on a new page

Each section of the engagement letter begins on a new page rather than after the preceding paragraph.

Created 13 Nov 18:00 by Guest

New Feature

1 Not In Our Plans Right Now
1 Vote

Change Monthly Heading to Weekly Heading for Sales

We sell on a Weekly Subscription Schedule for Bookkeeping and Taxes and explaining our Proposal program is flawed and that monthly means weekly has caused confusion and loss of prospects.

Created 03 Nov 13:57 by Guest

Configurations

0 Not In Our Plans Right Now
2 Vote

Folders within the Contact Hub

The ability to create your own folders in the contact hub to group organisations and individuals together.

Created 10 Mar 15:49 by Danielle Fisher

Existing Feature

0 Not In Our Plans Right Now