General
475 results found
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Move Next on the Signature Page
We have had quite a few customers that can't figure out how to sign the sumo quotes. They are getting stuck on the page where it has the "next" in light green at the bottom left of the page. They don't realize they need to click that to move on and be able to sign the estimate. Can that be changed instead of saying next, maybe it can say something like review options and sign? This could be less confusing for customers.
1 vote -
SQ - Sales users can't see profit margins, labor / material breakdowns, etc
In order to keep sensitive information from sales reps, please add a permission so users cannot see material costs, labor costs and profit margins in the pricing link, or remove the link all together for users.
1 vote -
1 vote
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Insights Dashboard Home Page - Option to export
Currently, insights has the option to export reports from the other menus, but for some reason, the home dashboard does not let you export the data, such as YTD lead close rate. If you click on the percentage, it'll give you a spreadsheet report, but no option to export it.
1 vote -
1 vote
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MB Counter in Emails
When writing emails/sending attachments with the new 22 MB ceiling, have a counter that shows how many MBs you have left before it'll flag and not allow you to send.
1 vote -
New Contact Defaults
Ability to set default sales rep and lead sources when creating a new contact
1 vote -
[[signature]] for contact and user in templates
It would be nice to have a field template for [[signature]] that is specific to the user and contact.
For example, lets say at the bottom of a document template, I have a signature section for the customer and an internal employee, I'd like to be able to input a [[usersignature]] field and [[contactsignature]] field that way I know where the digital signatures will show up on the document. It will help the signed document look nicer after signing.
Since there isn't a way to distinguish signatures right now, there is no way of knowing which signature will pull up…
2 votes -
1 vote
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1 vote
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1 vote
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Product selection from authorization page
Provide a selection of products on the authorizations page
1 vote -
Exclude Data Points in Insights
Would like to be able to exclude certain data points from insights data. This would help clean up the insights data if a mistake was made with a job/lead/contact and it's affecting the data.
1 vote -
Labor and materials can have different markups
This was a feature in legacy estimates, but not in New Sales Experience.
1 vote -
1 vote
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New Sales Experience Sales Rep CC'd
Being able to remove the Sales Rep CC'd in NSE.
3 votes -
Color selection/menu
When creating an estimate, they would like to option to list what colors they would like to sell/do sell to prevent selling colors and options that they either 1) do not have available 2) decide not to sell.
2 votes -
Default Financials View Mobile
Logo would like to be able to set the default financials view in the settings. Currently, it always shows "show related" by default and they have to change it every time.
1 vote -
SQ Financing Option
When using your own financing option be able to select a monthly term instead of only a yearly option. This will help to be able to do an 18 month option instead of just a 24 month option.
1 vote -
Custom insight reports
Requested to include all sales data in a single report, including material cost, labor costs, balance, etc.
2 votes
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