General
783 results found
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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 -
Upload through Google Docs
Add the option to upload documents from Google Drive
1 vote -
MO recognize taxes when created and converted into invoice
When creating a MO from scratch without converting from an estimate. The taxes are included in the products and services however, do not populate in the Material order unless you create an estimate and convert to a Material order and then convert to an invoice.
1 vote -
Side Bar - Recent Activity
It would be good to see recent activity, notes, and uploads in the side bar
1 vote -
Customer Input Fields
Proposal would be perfect if it included a section that allows the client to type in notes instead of having to have to use an additional 3rd party service. The same goes for the New Sales Experience.
2 votes -
Add Address Field to Contact Creation
In Jobs V2, there is no option to add the address to the contact when creating a contact from the + at the top of the screen. This is causing users to have to edit the contact to add the address after it has been created and causing issues with syncing to SumoQuote.
1 vote -
Dynamic Form Options
I would like to be able to create a form template that only shows certain sections when I have previously selected a specific option. For example, if I want someone to select a shingle type, I then want additional questions to appear based on that shingle type.
1 vote -
2 votes
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