General
544 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.
12 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?
10 votes -
3 votes
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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 -
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.
5 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.
3 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 -
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 -
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 -
NSE Page Numbers
It would be great if the NSE estimates could have page numbering enabled to add numbers automatically.
2 votes -
API Endpoint to post users
Would like to have a solution that allows a user to be posted into the system
2 votes -
Related Jobs Column for Contact Report
on the classic reports, it would be great if the Contact report had an optional related jobs column.
2 votes -
HyperLink Custom Fields
Would like to be able to save hyperlinks in contact/job details such that they are clickable to open in a new tab.
2 votes -
Import Legacy Templates into NSE Even if Ad Hoc Items
Legacy Estimates can be imported into NSE, however if the template has line items that are not referencing Products & Services directly, it cannot import. It would be better if it worked regardless.
2 votes -
New Sales Experience Templates Auto-Save
I would like an auto-save function when editing templates. There was a glitch, and I lost over an hour of work.
2 votes -
Document Signing In Person Option
Logo wants to have the document not send and email when they do the option to sign the document in person. The customer of the logo is getting an email to sign and then once they sign in person they get the signed copy of the document.
2 votes -
Link Expiration Customization
Ability to change the amount of time until an estimate link expires
3 votes
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