General
710 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.
16 votes -
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.
5 votes -
Task Assignments to Estimators/Custom Fields
We have a custom field for jobs that lists the team member who is the estimator. It would be great if tasks could be assigned to that field. For creating a task the assignee field could have that option instead of just the literal names. Especially for automations. That would allow us to auto assign the task to them as well as to other role types that we create that way. Or if there could be another way to mark and auto-assign estimators and other roles like sales reps. "Sales rep" is an option on automations that create tasks, but…
3 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.
5 votes -
@ group mention
having the option to create a group option for mentions
5 votes -
Link Expiration Customization
Ability to change the amount of time until an estimate link expires
8 votes -
5 votes
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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.
5 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?
14 votes -
Separate Toggles For Debit/Credit Payments
With the recent update regarding passing fees, I would like there to be separate toggles for enabling Credit and Debit cards. That way I could disable the card that cannot pass the fee.
4 votes -
Team Business Hours for Calendar
Currently Setting the scope of our calendar is dependent on the Business Hours in the individual user profile. I would like the ability to set this for users or for my whole team. That way I can be sure everyone has the appropriate windows to view.
4 votes -
4 votes
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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.
7 votes -
Remove arrow when annotating photos
Logo would like the option to draw a straight line without the arrow.
3 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.
6 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.
13 votes -
New Sales Experience API endpoints
We only use New Sales Experience estimates, not legacy
3 votes -
Unit of measure on estimates
Unit of measure to be an additional field inside of NSE estimates
3 votes -
Symbility Integration
Would love more Insurance integrations like Symbility. https://www.symbilitysolutions.com/symbility-property/
4 votes -
debit cards vs credit cards
Would like the option to have the system choose to block debit card payments
2 votes
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