General
475 results found
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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.
8 votes -
Convert Unsigned Estimates
Users would like the ability to convert SumoQuote estimates to Invoices, Material Orders and Work Orders regardless of the signature status; similar to the behavior that previous existed with Legacy Estimates?
9 votes -
Job Automation With Ability to Create a Parent Contact Condition.
We need to be able to change the Type & Status of a parent contact ONLY IF the parent contact Type is ___.
4 votes -
Remove NSE Estimate resend when signed estimate is clicked in.
We would like the ability to turn off this feature. We don't want our customers getting multiple emailed copies of their estimate after signature.
5 votes -
Addition of "Internal Notes" to NSE quotes
Customer loves the internal notes functionality of legacy estimates and would greatly value the addition of this functionality to NSE quotes.
10 votes -
SumoQuote - CompanyCam Tags Visible
You can add tags in CompanyCam, but there is no way to see those when selecting your photos via the integration. It would be great if those were displayed to make it easier to find the ones we marked in CompanyCam.
4 votes -
Symbility Integration
Would love more Insurance integrations like Symbility. https://www.symbilitysolutions.com/symbility-property/
3 votes -
Contact Automation With Ability to Change Type, Not Just Status
This is needed because it is not possible to create a job automation with a parent contact Type condition. My workaround was going to be to have the parent contact of the job change to a status that is a trigger status to change the contact type (so the use of both a job and a contact automation to accomplish what we need).
3 votes -
Need a way to Tell Customer if their Card is Credit or Debit
With the new fee passing update of 12-4-2024, debit cards now result in the fee going to the Company. However, cardholders don't always know if their card is a credit card or a debit card. This results in potentially getting hit with a fee that is ~3% of the contract value. We need a way to handle this so it doesn't happen unexpectedly. Possibly something that tells the client if it is Debit or Credit.
3 votes -
4 votes
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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.
10 votes -
Estimate Details Page Notes Box Format
Looking to have the estimate details page notes format at the bottom to go from left to right instead of right to left.
3 votes -
Access Profile Control for Forms Settings
Currently, the only ones who can edit form templates are those with settings access. We need to be able to grant this access separately.
2 votes -
2 votes
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Additional Jobs V2 Fields
I would like to be able to add more fields to Jobs v2 (like Start and End Date) on the creation page of a job.
3 votes -
Link Expiration Customization
Ability to change the amount of time until an estimate link expires
2 votes -
Change Order in Standalons SQ
Would like the ability to build Change Orders in SQ.
2 votes -
Created date on SQ Project Card
Would like the ability to show the actual date created on SQ Project cards
2 votes -
Unify Assignees Across Contact/Job Creation Methods in Jobs V2
With Jobs V2, there are a few ways that a contact and job can be created, but they have different behavior for how they assign Sales Rep and Assignees. This creates confusion when field/sales users use the mobile method more often than the other methods and so do not have an expectation of needing to add the data later.
On Web, Home -> Contact List -> Create Contact generates the large contact form and pre-fills the Assignee in the form as the person who is adding it.
On Web, The Blue "Create +" Button doesn't have any fields for sales…
2 votes -
Automation to create a note on a job
Would like the ability to create an Event-Based Automation to create a Note in the Activity tab on a job with a template
2 votes
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