GoProposal Ideas Portal

1 Vote

The Dashboard

My dashboard looks shit to put it politely.... Because our name is Krystal Clear Accounting - which isn't that long it overlaps and I cant see the proposal number or amount. Why did you change it. We never get told, I never received an email and e...

Created 13 Nov 09:56 by Guest

Proposal Dashboard

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3 Vote

Filter to sort proposals by Signed, won date

We have so many proposals for many advisors. We can't remember the created dates. All we care about if the won or signed date. This would allow us to review all won proposals by the most recent easily.

Created 16 Jan 14:26 by Guest

Proposal Dashboard

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2 Vote

'Printed/Filed' button on the actions list

Add a 'Printed' or 'Filed' button on the actions list to enable multiple users to know that the document has already been filed in a physical file.

Created 12 Mar 12:48 by Sophie B

Proposal Dashboard

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2 Vote

Please change the default for the dashboard to show data

We would like the option to have the default view as show data or hide data, not return to hide data every time

Created 20 Dec 15:59 by Guest

Proposal Dashboard

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3 Vote

Countdown of how many proposals sent in month?

might just be me as I'm fairly new but my dashboard looks messy with various versions and some old unsigned ones, I have tried using the date as filter.

Created 03 Oct 15:22 by Kirsty St John

Proposal Dashboard

0 Great Idea Currently In The Works
1 Vote

Email notification for lost proposals

Email notification for any proposals that have been marked as lost.

Created 31 Jan 13:16 by Guest

Proposal Dashboard

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2 Vote

Grouping versions of proposals together - like is was!

Please can we have the old style of looking at the proposals we have drafted and sent. Currently they are all separate and I can't see the draft of a proposal without search for the company. Previously they were all grouped meaning I could look at...

Created 19 Feb 20:10 by Kelly Graham

Proposal Dashboard

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2 Vote

Ability to archive earlier proposals

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...

Created 04 Sep 11:06 by Kieran Phelan

Proposal Dashboard

0 Great Idea Currently In The Works
1 Vote

Proposal Versions to be able to mark earlier versions as inactive

You do not want prospects opening the wrong version but want to retain the story.

Created 19 Jul 09:57 by Guest

Proposal Dashboard

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1 Vote

To be able to run a report of new proposal won by sign up date not created

Can only see sign-ups by creation date which could be months before sign up.

Created 26 Feb 11:28 by Guest

Proposal Dashboard

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