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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 almost 2 years ago in AML 2 Awaiting Prioritization

Company Wide RA - Pull the data through!!!

I have run my first RA and cannot believe that I have to manually note down all the details, and the type in into the report. Surely it can all be pulled into the report? All the data is there! I may as well do it in Excel!!
Caroline Gudgeon almost 2 years ago in AML 2 Awaiting Prioritization

Practice Manager appointment Booking

We are currently swiching between our appoinmtnet system and IRIS Elements. It will help the orgnisation of the practice if the appointment booking system like outlook calander is added to practice manager to book appointment and send SMS reminder...
Aziz almost 2 years ago in Practice Management 0 Awaiting Prioritization

Proposal Manager x Google Workspace integration

I would like proposals to be sent via my Google account so the prospect can see the email is from me
Rob Millen almost 3 years ago in Proposal Manager 0 Awaiting Prioritization