We’re excited to announce the launch of 7 new features including one major change to the way documents are sent in your GoProposal apps.
PDFs sent as links, not attachments
So your Proposal and Engagement Letters will be no longer attached to the email. They will be sent as secure links. This is to improve email deliverability even further. You can switch it back if you prefer.
New numbering convention for Engagement Letters
This is something you can switch on to give you greater control, over how your terms and conditions are numbered. Strangely a tricky one to get right but this feature is now available to turn on. Just be warned, you will have to reformat your Engagement Letters if you make the switch. But if you're updating them anyway, it will be worth the change.
Minimum monthly fees set at a proposal level
This is because you may have certain clients such as tax only clients, where your standard monthly fee is too high. Well now you can override that at a proposal level. This is called the Dragon Penguin update to honour the people who suggested it.
New signing option for your clients
Now they can sign your engagement letter with a drawn signature (as before), type it out or upload a signature graphic if they prefer.
Dual signed engagement letters with YOUR signature too
Now you can issue the final engagement letter with your signature attached as well. This is automatically set for each principal. Watch the video to learn how to create a signature to upload. This will become key when our new AML update is added into the system.
An overhaul of the proposal template panel
This brings greater clarity and functionality to the settings and control you have over each proposal. It specifically makes it clearer for your acceptance options and you can now send a different email for engagement letters that don't need signing.
Xero integration upgrade with their latest API
This provides a more robust integration and while you won't see many immediate changes, it has unlocked the ability for GoProposal to generate your invoices each month and to set them to live, rather than having to rely on repeating invoices... if you want! This enhancement is currently in beta testing, so it will hit soon.
If you have any questions about anything on this page, please head to the in-app live support where the team are ready to help. The full overview video is below and is a great resource to share with your team members.
"GoProposal has been a real catalyst for change
GoProposal and the team behind it have steered me to look at what we offer, how we offer it and the value we bring to our clients.” Marie Donaldson | Fresh Clarity Accountants