GoProposal Ideas Portal

2 Vote

Able to copy and Paste Internal Notes

The current setup of having onboarding meeting internal notes as view-only can be somewhat inefficient, especially when they are lengthy and detailed, requiring frequent revisits. To streamline this process and enhance accessibility, consider inte...

Created 18 Feb 12:59 by Guest

Existing Feature

0 We're Taking A Look At This
40 Vote

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-w...

Created 28 Mar 13:53 by John Burgess

Existing Feature

21 We're Taking A Look At This
11 Vote

Ability to sort Dashboard for draft proposals

To be able to sort the dashboard by draft proposals in the same way that you can with the Proposals tab

Created 27 Sep 09:03 by Steven Robinson

Existing Feature

3 Great Idea Currently In The Works
7 Vote

Apps map not linked to line items

I would like to be able to create an apps map with items not linked to line items. I’d like to show the client a full picture of all their data feeds including any they don’t purchase through me. Or to include separate bank accounts which I would ...

Created 03 Feb 03:58 by Guest

Existing Feature

0 One For The Future
2 Vote

upload or customise AppsMap icons

It is not possible to add new icons to the AppsMap feature. Adding new icons are not supported . We should be able to upload our own as we do with the company logo.

Created 17 Jul 13:36 by Marie-Helene Sheeran

Existing Feature

0 We're Taking A Look At This
8 Vote

View your conversion rates (live to accepted) on the main dashboard

Show users their average conversion rate on the main dashboard.

Created 18 Mar 13:10 by Danielle Fisher

Existing Feature

0 We're Taking A Look At This
6 Vote

Add "Date proposal WON" field to the export

In order to report on historic dates of proposals won, it would be incredibly helpful for the "date proposal won" data field, which is viewable in GP to be included in the export

Created 17 May 08:33 by Guest

Existing Feature

0 Great Minds Think Alike - This Exists Today
5 Vote

Export line item prices as csv

It would be great if line item pricing could be exported as csv rather than just as pdf

Created 20 May 17:20 by Guest

Existing Feature

2 Great Minds Think Alike - This Exists Today
5 Vote

Ability to duplicate whole sections

Sometimes it is necessary when adding new services to add a whole existing section. Currently only lines can be duplicated.

Created 30 Mar 19:22 by Andy Downs

Existing Feature

0 We're Taking A Look At This
5 Vote

Dropdown version numbers on the proposal dashboard

Instead of displaying all versions of a proposal, give users the ability to expand or collapse them.

Created 18 Mar 12:59 by Danielle Fisher

Existing Feature

0 We're Taking A Look At This