General
1020 results found
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Ability to control which line item prices are not changed when margin slider is moved
Sometimes a custom line item is added that is not in the product & services list. Many times these prices are verbally expressed to the client so the price has to stay locked even if the margin slider is moved. This is critical if Line Totals are made visible on the PDF.
8 votes -
Formatting needs improved in NSE PDF view. Headers like "Description" clutter the page.
- Remove Description header above every section.
- Remove Unit & Qty headers by having the Unit come right after the Qty.
- Remove Unit Price by putting an "X" (times symbol) before the unit price and after the Unit & Qty (don't allow unit price without the Unit & Qty)
- Remove Line Total by making it bold
- Make the section titles a different size or shaded background, anything to separate it from a regular line item. You could even put a simple box around the line items below each section title, with the section title directly above the box
With each section's…
8 votes -
Automation Delineated by Document Type Signed
Run automations depending on what document type is signed. Use cases:
- Move status to "Signed" when "Contract" document type is fully signed.
- Alert Accounting
- Alert Sales rep with Zapier Automation
- Alert Sub with Make.com Automation
- Generate webhook for Zapier/Make/N8N when a change order is signed alerting all parties to halt and pivot.
- When Media Release is signed, Add call task for Rep to perform.
- When employee offer letter is signed, add them to JobNimbus, Google Workspace, Trainual with Zapier/Make/N8N
Right now, you can get a notification that a document is signed, but we can't automate around the document type or…
6 votes - Move status to "Signed" when "Contract" document type is fully signed.
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NSE PDF's to be fillable
It would be great if the PDF's we insert into the New Sales Experience Estimates were fillable by the customer. Or at least if when we do a custom PDF page and insert a fillable PDF that ability would transfer to the version that sends.
13 votes -
Assist AI Creates Contact Based on Provided Phone Number
Right now it goes off the phone number that is in the caller ID, which can lead to all contacts turning into one if the call forwarding has the business line on the caller ID
4 votes -
2 votes
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1 vote
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Expired Links: Should not Resend Emails for Signed Estimates
The new feature that resends estimates if the expired link is clicked on should be updated such that it does not resend if the estimate has been signed.
27 votes -
AssistAI Appointment vs lead status
When a lead is created with AssistAI it only goes to one status. Could be nice if it went to one status (Lead) if no appointment was scheduled, and a different status (Appointment scheduled) if an appointment was scheduled
3 votes -
2 votes
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NSE One Page Quotes
We liked the legacy estimates because we were able to get our logo, the estimate information, and the customer signature all on one page. With the New Sales Experience, our logo goes on the cover page with some other stuff, the line items go on the Estimate Details Page, and the customer's signature goes on the Authorization Page. As a PDF, the new estimates are nice, but we operate in a rural area with lots of clients who prefer physical copies. We would love a way to get a one-page estimate with the logo, line items, and signature all on…
5 votes -
2 votes
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1 vote
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2 votes
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Add more than one image to the Title Page in SumoQuote
Would like the ability to add more than one photo with a logo in SumoQuote.
9 votes -
SQ and JN Control What Happens when an Estimate Link Expires
In addition to the timeframe for expiration. It would be much better if we had control over IF the link should re-send. If our pricing is time-sensitive, why would we want it to resend at all after expiration?
15 votes -
Ability to convert NSE without signature
Currently has to have estimate signed in order to convert to invoice, but does not really work because people prefer physical signatures, so i have to create invoice manually.
44 votes -
Supplier column
want to be able to add suppliers other than integrated suppliers so they can see where the material orders were sent at a glance
2 votes -
Signed date column on the financials page (First Look)
Want to be able to see when the contract was signed at a glance. Having a column for that would be nice
2 votes -
AssistAI: Show Caller ID on Transferred Calls
Add ability to display caller ID on transferred calls so users know who is calling before answering.
2 votes
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