General
39 results found
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2 votes
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Make Secondary Color a Neutral Color
With phase two of the Sumo Quote embedded experience, we lost the option to change the secondary colors on our estimates. But it defaults to a blue color. As the fix for that is unknown, please change the default color to something neutral like gray.
2 votes -
Insert Assignee Image
When creating templates, it's possible to insert the Sales Rep's profile image into it with a short code. I would like to be able to insert assignees images for later steps in the process.
2 votes -
Create a 'Return to Top of Page' button
Move to top of page button at the bottom of the screen when scrolling
2 votes -
Remove Product and Services Character Limit
Currently there is a limit of 31 characters on the names of products and services. The request is to remove the 31 character limit, especially for accounts that don't have the QuickBooks sync enabled.
1 vote -
MO recognize taxes when created and converted into invoice
When creating a MO from scratch without converting from an estimate. The taxes are included in the products and services however, do not populate in the Material order unless you create an estimate and convert to a Material order and then convert to an invoice.
1 vote -
Side Bar - Recent Activity
It would be good to see recent activity, notes, and uploads in the side bar
1 vote -
Adding Budget Name
Would like to be able to name budgets in addition to the number.
1 vote -
Add Address Field to Contact Creation
In Jobs V2, there is no option to add the address to the contact when creating a contact from the + at the top of the screen. This is causing users to have to edit the contact to add the address after it has been created and causing issues with syncing to SumoQuote.
1 vote -
Dynamic Form Options
I would like to be able to create a form template that only shows certain sections when I have previously selected a specific option. For example, if I want someone to select a shingle type, I then want additional questions to appear based on that shingle type.
1 vote -
Status Change Activity Report
I would like to be able to create a classic report that shows me specifically only status changes to contacts or jobs and not all contact modification activities.
1 vote -
Invoice payment terms
Have the option for Net90 as a payment term for an invoice.
1 vote -
Creating Folders in SumoQuote
It would be great to create folders for your layouts in sumo quote instead of having a huge list.
Folders for automations, tasks, note type..
1 vote -
Group Estimate Templates
I would like to be able to group up estimate templates so they are only visible by the design templates I use or based on groups so there isn't a massive list when viewing all the saved estimate templates.
1 vote -
Limit Access to Eagle View
Create option to limit who has access to order Eagle View reports in Access Profiles.
1 vote -
Subscribe to Classic Reports
I would like to be able to have my classic reports automatically emailed to me regularly like Insights can.
1 vote -
Login required way too often
Simply put, I have to login to my account WAY too often. Whether via 2 factor authentication, biometrics, or whatever, I should be able to stay logged in on my daily devices for weeks at a time, not a day or two like it is now. This is especially cumbersome on mobile because my password manager is prevented from auto-filling login info on the current app.
1 vote -
NSE estimate layout on mobile reflect on desktop
when creating a layout via the mobile app it saves as a layout under my layouts on the desktop version and the ability to edit the layouts on the mobile version
1 vote -
Add Notifications to the Home Page
It would be super helpful to have the ability to choose notifications to be on our homepage rather than just in the side column. Have it be an option like Jobs, Contacts etc
1 vote
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