GoProposal Ideas Portal

81 Vote

Allow End of Financial Year to be before Proposal Start Date

We have legacy clients where we did not charge catchup for the accounts. We also might have a commercial reason for including a year end say the day before the start of the proposal in this year's invoices and payments. We can now not use key date...

Created 13 Jul 15:30 by Guest

New Feature

10 Love This Idea Likely To Be Coming Your Way
1 Vote

Not showing the modifiers on the quote.

So the client cant see the modifiers.

Created 11 Mar 14:52 by Guest

New Feature

0 We're Taking A Look At This
17 Vote

Is there any way that emails from Go Proposal could come from accountant's address rather than from noreply@mailgun.goproposal.com?

Our clients can never trace those emails and they don't look legit for them

Created 28 Nov 11:15 by Guest

New Feature

0 We're Taking A Look At This
35 Vote

Annual Pricing

Currently the proposals only have Monthly and One-Off cost headings. We charge some of our clients annual, So it doesn't fit in under either of the above. Having a third heading of annual would be very beneficial.

Created 24 May 08:49 by Guest

New Feature

3 We're Taking A Look At This
2 Vote

Sending Reminders to potential Clients to sign up and the amount of days left until expiry

Automatic Chasing, dont need to keep reminding

Created 20 Jan 10:57 by Guest

New Feature

0 We're Taking A Look At This
4 Vote

Automatic email chaser for "live" engagement/proposals

It would be useful to have an automatic follow up for the "live" proposals which have not yet been approved. This could be altered in frequency so it chasers up every week that the proposal is no approved for example. Being able to update the emai...

Created 10 Oct 12:19 by Guest

New Feature

0 We're Taking A Look At This
25 Vote

Proposal Tracking and Insights

To be able to track when proposals have been viewed, by who and at what times - so you can gain better insights as to how your pipeline is performing.

Created 09 Feb 15:22 by Danielle Fisher

New Feature

3 Love This Idea Likely To Be Coming Your Way
20 Vote

Line item blanket uplift approach

When prices are reset each year it would be far quicker if GP could be updated via a stanard % increase rather than having to update each line item. This process takes our business 1 x full day for a team member to do i.e. 200 line items at about ...

Created 22 Jun 00:31 by Guest

New Feature

8 Great Idea Currently In The Works
20 Vote

Automatically add follow up dates to my calendar

Follow up dates chosen when creating a proposal to sync with the calendar of the person producing it!

Created 26 May 09:09 by Danielle Fisher

New Feature

3 We're Taking A Look At This
1 Vote

Automatically notify team of renewals

When a proposal has run a term (be that 3/6/9/12 months) an automatic reminder sent to dash board or email to review/renew

Created 06 Feb 16:13 by Guest

New Feature

0 We're Taking A Look At This