GoProposal Ideas Portal

1 Vote

Percentage based pricing

A way to indicate a line item will be charged based on a percentage of the savings when the service is complete. There would be no actual calculation on the proposal.

Created 18 Jun 16:07 by Guest

Line Items

0 We're Taking A Look At This
1 Vote

Be able to remove line items from repeating invoices

Be able to remove line items from repeating invoices instead of having the delete the repeating invoice and then reraise the quote. The other workaround is to delete the repeating invoice in GoProposal and then raise a repeating invoice in Xero wh...

Created 04 Jun 10:08 by Guest

Line Items

0 We're Taking A Look At This
1 Vote

Solicitors Accounts Rules audit/accounts report service schedule and line item

I can see there's a very good engagement letter in the Oversuite documents for this, but no Oversuite line item or service schedule. Please can this be added as it must be something a lot of other firms would use too?

Created 16 Apr 12:08 by Guest

Line Items

0 One For The Future
1 Vote

Ability to show annual prices as a default

Not everyone wants to pay monthly. Many prefer annual billing because they are paid annually, or have seasonal peaks in activities and income. Examples being farmers or businesses operating in a seasonal environment. Therefore it should be possibl...

Created 22 Mar 10:27 by John Bland

Line Items

1 One For The Future
1 Vote

Add ERS (Employment Related Securities)to OverSuite as a further service to offer

Additional Line Item under compliance services for ERS - Employment Related Securities

Created 11 Mar 16:17 by Guest

Line Items

0 One For The Future
2 Vote

The ability to edit test in items in the proposal from the standard line items

The ability to edit the text in items in the proposal from the standard line items. For example the deliverables may be very different from project to project, although they are similar projects. Internal audits have different deliverable, or mayb...

Created 03 Apr 13:36 by Guest

Line Items

0 We're Taking A Look At This
2 Vote

Minimum Fee For Service Line

Would like the ability to set a minimum fee for a service line - I know you can set a minimum monthly fee, but this has to be set low due to having to issue separate proposal for individual tax returns. Would like to be able to price bookkeeping a...

Created 23 Jan 10:03 by Guest

Line Items

0 One For The Future
1 Vote

Variations at service level rather than under each line item

It would be really useful to have variations at service level. My example is for bookkeeping services where naturally all of the line items would be performed at the same frequency and would be of the same complexity (as this depends on client/ind...

Created 25 Oct 13:22 by Guest

Line Items

0 We're Taking A Look At This
1 Vote

Add a VAT Registration - Non-UK Entity line item

We are looking to have a VAT Registration - Non-UK Entity line item

Created 25 May 08:31 by Guest

Line Items

0 Great Idea Currently In The Works
1 Vote

Could you please add ATED, Annual ERS and tax specific group services to the services schedule for TAX

Our Tax department need these service schedules for inclusion in the engagement letters

Created 24 May 11:28 by Linda Blackburn

Line Items

0 Great Idea Currently In The Works