GoProposal Ideas Portal

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-wise, but then to issue engagement letters, we then need to break it down into individual proposals to be able to create the engagement letters. It would be amazing if we can just produce all of the engagement letters off the back of one proposal

  • John Burgess
  • Mar 28 2022
  • We're Taking A Look At This
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  • Admin
    Danielle Fisher commented
    March 01, 2023 13:54

    Hey, thought I'd drop an update in here for everyone!

    We're still looking at this and hope to have some early mock ups ready to share by the end of the Quarter.


    Thanks :)

  • Admin
    Danielle Fisher commented
    December 05, 2022 14:35

    Thank you very much guys.

    Really helpful for us in terms of prioritisation.

    I will look to do some mock ups that I can share with you all to validate my thinking around how this could work.

    Are you happy for me to e-mail these across?

  • John Burgess commented
    December 05, 2022 12:36

    Danielle - the first two options are effectively the same thing in my opinion - the Directors are a separate entity


    The third option is fundamental for us (though I appreciate we are probably not the norm) as we cannot use the software for engagement letters until it is resolved

  • Guest commented
    November 21, 2022 18:21

    For us it would allow us to send an accounting and financial preparation or compilation in one letter and our tax engagement in a second letter. Otherwise the letter to cover both must be really long.


  • Marianne Dadd commented
    November 21, 2022 11:43

    Danielle

    Most important

    * Issue multiple engagement letters from one proposal so you can engage a company and then each director individually where a tax return is being provided

    Next possibly

    * Issue multiple engagement letters from one proposal because you are working with multiple entities

    Never the third

    Thank you!

    Marianne

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  • Admin
    Danielle Fisher commented
    November 21, 2022 11:36

    Thanks - please keep the responses coming in so we can prioritise!

  • Penelope Allard commented
    November 21, 2022 10:16

    Hi Danielle

    This would be useful for Company Director Tax Returns and also where we are working with Multiple Entities for one Director

    Thanks

    Penelope Allard FICB PM(Dip)
    Director

    Wild Bookkeeping Ltd

    t. 01702 593075

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  • Jamie Dawes commented
    November 21, 2022 10:16

    Hi Danielle, top one would be most common for us. Thanks, Jamie

  • Admin
    Danielle Fisher commented
    November 21, 2022 10:11

    Hey everyone.

    I have progressed with this research, and it seems that there are different use cases for this feature request.

    It'd really help me if you could choose which is MOST important to your firm.


    • Issue multiple engagement letters from one proposal so you can engage a company and then each director individually where a tax return is being provided

    • Issue multiple engagement letters from one proposal because you are working with multiple entities

    • Issue multiple engagement letters from one proposal because you are operating as multiple entities (a payroll team, compliance team etc).

    Thank you

  • Admin
    Danielle Fisher commented
    September 14, 2022 12:02

    Hi Jamie, I've reached out to you over e-mail. John, i'll wait to see what the team come back with after seeing you today. Thanks :)

  • Jamie Williams commented
    September 13, 2022 11:07

    I would like to have some input on this one if possible.

  • John Burgess commented
    September 13, 2022 10:53

    Hi Danielle - I've got the team over at our office tomorrow, so guess I can just chat with them about it? If not, happy to jump on a call with you

  • Admin
    Danielle Fisher commented
    September 13, 2022 10:47

    Hey guys,

    I'm looking to do some further research on this one, as we need to consider it as part of future plans for GoProposal.


    Please drop me a message, or respond here, if you are free for a one on one interview over the next 2 weeks.

    Danielle.fisher@sage.com

  • Jenna Coffinger commented
    June 21, 2022 15:55

    This is a HUGE issue for our firm!!!! Would love to see the ability to add as many engagement letters as applicable, per proposal.

  • Admin
    Danielle Fisher commented
    June 17, 2022 15:20

    We're definitely taking it into consideration guys, and we'll be in touch when the time is right!

  • Guest commented
    June 15, 2022 15:47

    boo, got all excited. This is a game changer, pls make it happen.

  • Admin
    Danielle Fisher commented
    June 15, 2022 12:09

    Sorry guys, this was a mistake.

  • Oliver Blackmore commented
    June 14, 2022 08:44

    This has changed to "shipped" but isn't actually a feature? Whilst it's now possible to generate an engagement letter without a proposal, that's not the same as what John suggested (which would be a lot better).

  • John Burgess commented
    June 14, 2022 08:21

    Sorry if I'm being daft, but what does the status of "shipped" mean?

  • John Burgess commented
    April 04, 2022 08:32

    Sure Danielle, this afternoon (Monday) or Thursday morning are both pretty clear - 07912 230502

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