General
650 results found
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Job description to be included on job cards in lists
customer notes that job description field is not available here
1 vote -
Card titles in lists- the title truncates
Card titles in lists- the title truncates after 9 characters. Would like that to not truncate at all - or have the option not to.
1 vote -
Automations should be organized by Workflows
customer notes automations often appear cluttered and disorganized. Would like to be able to organize automations by the workflows associated with them.
2 votes -
Webooks to allow passing of variable data
Customer said webhooks are great, but only pass a static information (website etc...) but said he would see benefits in being able to have webhooks pass variable information as well.
1 vote -
Mass delete tasks
Customer finds tasks annoying and wants a means to delete all tasks / multiple tasks, en-mass.
3 votes -
1 vote
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Different quantity calculations for the same line item, but in different sections of quote details in nse.
Customer notes that labor calculations are not always straight forward in their industry, and being able to have the same line item in multiple sections of the quote details page, but have the abillity to apply different quantity calculations to these different sections, would drastically cut down on the various labor line items he currently needs to save into the system to accomplish this task.
2 votes -
More font size options throughout NSE
customer wants to be able to edit font sizes on all pages within NSE
4 votes -
Automatically insert salesperson signature
customer reports it would be handy if the sales person issuing the quote in NSE, that their name and signature be automagically applied to the quote, rather than the sales person needing to add themselves as a signatory
1 vote -
Limit who can sign
customer reports that currently ANYONE with the signing link can sign off on a quote (sales person/stranger/anyone) he notes this may not be an issue with trustworthy salesmen but not all of them are. So would like to see only the email address listed as a signatory, be able to sign the document.
1 vote -
1 vote
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More tabs for quote details page
customer loves the g/b/b but sees value in adding more tabs than the current 3
4 votes -
1 vote
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Sales person token is missing
Customer reports sales person token is missing from introduction page in NSE - would like to see it added please.
1 vote -
Estimate Signed Status
Be able to manually change the signed status, so if printed and signed via paper the logo can change the signed status
2 votes -
Assign Required Forms to Specific Team Members
Ex. Customer wants field agents to complete a required checklist
1 vote -
Adjustable column widths on legacy estimates
This could likely apply to New Sales Experience as well
1 vote -
SQ Feature Request - Adding the ability to pass an estimate number through to QBO
QBO has changed the way the invoice and they now require an estimate number. This logo has requested we add the ability to pass an estimate number from SumoQuote into QBO at the time of export.
1 vote -
2 votes
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Invoice Totals in Financials Tab
I would like to be able to see the totals for all my invoices on a contact or a job when viewing them in the Financials tab like I can with the payments.
1 vote
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