Looking to improve data analytics and visibility within GoProposal.
Currently, there is no way to export anything other than ALL proposals to excel.
It would be great to have a way to mark a proposal as the current "in play" version so that we can easily export our current level of fees for all current clients and the breakdown by line item.
We don't want to see all earlier versions for each client, or LOST proposals, or DRAFT or LIVE proposals. Currently we have work to on excel to extract this info.
How about being able to "Archive" earlier versions? That way they are stored in the background for future reference, but only actual live versions affect the dashboard data.
Kieran Phelan
