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Proposal Manager

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Accepted the proposal and or the engagement letter

We need some type of evidence the client has accepted the proposal and or the engagement letter. We can see the accepted status on the dashboard but we do not get an email or an updated proposal that states this has been accepted and signed. Gover...
Guest 6 days ago in Proposal Manager 0

Be able to download time stamped accepted proposal and engagement letter

For insurance and KYC reasons, when a client accepts a proposal the system should ask for the name of the person signing and then it should create a time stamped version of the proposal and engagement letter. When I have tax investigation cases th...
Guest 3 months ago in Proposal Manager 0 Awaiting Prioritization

Current licence summary

I would like to be able to see a current view of my licences for individual products within Elements.
Nick Lloyd about 1 year ago in Accounts Production Essentials / Accounts Production Professional / AML / Company Formations / Company Secretarial / Practice Management / Proposal Manager / Tax 1 In Discovery

Be able to resend lapsed proposals without having to recreate new

Currently, if a potential client does not approve within the timeframe you have to create an entirely new proposal which is ludicrous and a waste of time, literally having to carbon copy a new one out. You should be able to go into lapsed proposal...
Guest 4 months ago in Proposal Manager 2 Planned

Delete Proposals generated in error

No description provided
Guest about 2 years ago in Proposal Manager 4 Awaiting Prioritization

Clarify monthly payment as a gross amount on the proposal

When creating a proposal, the monthly recurring amounts quoted are NET of VAT and therefore will not match the monthly DD amount that a client is required to pay potentially leading to confusion or worse. I would like the GROSS monthly recurring a...
Rob Millen 8 months ago in Proposal Manager 1 In Discovery

Edited template doesnt update draft proposals

If we are updating and T&C's or any foundations of our proposal template, these do not flow through and update our draft templates? Which means we then have to create a whole new template and start again, but cannot even delete the old one to ...
Guest 5 months ago in Proposal Manager 1 Awaiting Prioritization

Future services to be listed or a price list

I have clients that are start ups, so may only need certain services in the early days. It would be helpful to be able to list other services and their costs so that clients know in advance what fees are. You could have a commited fees section and...
Guest 5 months ago in Proposal Manager 1 In Discovery

Proposal Manager - allow proposals to be edited at different stages of the process

I can't see any way of adding more detail to the description of services unless I change it in Settings en masse. I would like to make my documents more bespoke when I'm generating them.
Heather Barnes over 1 year ago in Proposal Manager 1 Awaiting Prioritization

Create proposals from a mobile device

I would like to create proposals from a mobile device (phone or tablet).
Rob Millen almost 3 years ago in Proposal Manager 0 Awaiting Prioritization