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Option to show / hide pricing when creating a proposal

I would like the option to hide pricing info when creating a proposal
Rob Millen almost 3 years ago in Proposal Manager 0 Awaiting Prioritization

Ability to set specific practice contacts e.g. Operations Director so that these can be used within individual clients without having to set them for each client individually

Since I am using Elements (and Senta before it) to manage specific practice workflows, this is vital since we can alter peoples roles within the business and then just change which user the custom field relates to (rather then for each individual ...
Guest almost 2 years ago in Practice Management 1 Awaiting Prioritization

Hourly basis proposal manager options

We work on an hourly basis and not fixed fee so the current proposal manager is not usable in its current form. Ideally we would like to select the different tasks or processes to complete for the client (exactly like what can be done now) to then...
Gareth Jones 12 months ago in Proposal Manager 1 Awaiting Prioritization

The ability to run a comparative personal tax computation.

The ability to run a comparative personal tax computation.
Adam Owens about 2 years ago in Tax 1 Awaiting Prioritization

Add logic to "Billed every year going forward" text on proposal documents

Under one off billing types there is a sentence "Billed every year going forward" even when you choose one off cost. This should be removed as it is confusing for clients who only have a one off service.
Hannah Green about 1 year ago in Proposal Manager 1 Awaiting Prioritization

Attach evidence of training to Personal Development Record in Practice Compliance

It would be useful to be able to attach a screenshot of the provider training record or a certificate as evidence of the AML training undertaken by employees. This would help when we have a practice assurance visit so that the information is all i...
Corinne Harper about 1 year ago in AML 1 Awaiting Prioritization

Lead generation forms

I would like to be able to generate leads or even automate proposals using webforms that can be placed on my website, social media platforms etc.
Rob Millen almost 3 years ago in Proposal Manager 0 Awaiting Prioritization

AML x Proposal Manager integration

When creating a proposal, I would like the option to request the recipient verify their identity so that an ID check can be performed
Rob Millen almost 3 years ago in AML / Proposal Manager 0 Awaiting Prioritization

Enable discounts on Proposal Manager.

I would like to be able to apply discounts on the proposals!
Guest over 1 year ago in Proposal Manager 2 Awaiting Prioritization

Amend view for expiring dates

I would like to be able to set my own default on the home screen as to when RA or ID checks are due. They both sit at 28 days all the time. If I only see a client quarterly, to tell me he needs a review in 28 days means I could have missed an oppo...
Caroline Gudgeon over 1 year ago in AML 2 Awaiting Prioritization