General
949 results found
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Forms on web
Ability to fill out a form on the web version
105 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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Add back ability to edit material order after being sent. (Not sending Material Order through integrated supplier)
Need to be able to edit material orders after being sent
6 votes -
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.
11 votes -
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.
26 votes -
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 -
SQ Standalone - More than 3 Quote Options
I would like there to be more than 3 quote options for Quotes made in SumoQuote Standalone. Currently there can only be up to 3.
10 votes -
Customer Access Portal in JobNimbus
Logo would like to have the ability to have their customers access their job in JobNimbus to where they can see certain parts of the process and where it is at.
9 votes -
Double Enter ACH Information
When ACH payments are put in, and the customer put in incorrect account or routing information the return causes an enormous headache that has made people churn from JobNimbus Payments.
3 votes -
5 votes
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Make related contact pinned to top of side bar on V3
It is a bit frustrating to have to scroll down on the side bar (under the new photo) to find related contact. Would be nice to be able to re-arrange the order of the tiles on the right
2 votes -
Make contact info text easier to read V3
Contact text at the top of the new experience is hard to read at times as they are all hyperlinks.
2 votes -
2 votes
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JobNimbus Jobs V2
JobNimbus Jobs V2 should have it's own category within User Voice in order for users to easily find and support the things that don't work and features remove unnecessarily that make more work. Change is always going to take getting used to but when things don't work at all or make work more difficult there needs to be an easy way for user's to voice there concerns and feel assured the feedback is being monitored.
I for one have tried the new Beta version of the roll out and there were so many issues I couldn't work around that I…
2 votes -
Smarter Signatures
If I have two or more different parties that need to sign, one shouldn't have to wait for the first to sign before they get prompted to sign. The sign now feature should allow for selecting who is signing instead of forcing the order as well.
2 votes -
Estimates Pending Signature Total For Board Columns
We are able to do {{last_estimate}} on board cards, which is great. But we would like to be able to do the same for the options for the column totals.
3 votes -
Modify Fonts Anywhere
The ability to change the font and text size within estimates, invoices, work orders or anywhere really with a text box
4 votes -
Would like the ability to set up recurring payments from customers.
Would like the ability to set up recurring payments from customers.
7 votes
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