General
999 results found
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Better User Interface
Improved User Interface on web
95 votesLots of ongoing work around new sales experience, a sidebar for job/contact details, board improvements, and more.
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83 votes
Would this be for providing emphasis on certain products/services, or certain aspects of products/services? Do you have examples that you could share with us, or specific cases where this would be useful?
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Ability to Disable Pop-Ups
I would like the ability to completely remove all marketing and tutorial popups that show when I log into JobNimbus.
50 votes -
Ability to convert NSE without signature
Currently has to have estimate signed in order to convert to invoice, but does not really work because people prefer physical signatures, so i have to create invoice manually.
44 votes -
Make Chat and Help Buttons Hideable/ Change location
Please make the icons for chat and help hideable. They are always in the way of the boxes that I need to click that are behind them and I cannot scroll any further to gain access to the boxes that I need to be clicking.
37 votes -
A Forward and Back button
A Forward and Back button to be able to go back and forth to previous pages that was on. Instead of having to click on the major tabs again, or hit the browser back button.
36 votes -
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.
27 votes -
Local Backup of All Data On Demand (Full Export)
We would like the opportunity to download our full data set backup via FTP whenever we want. A static FTP account for this would be nice.
21 votes -
SQ and JN Control What Happens when an Estimate Link Expires
In addition to the timeframe for expiration. It would be much better if we had control over IF the link should re-send. If our pricing is time-sensitive, why would we want it to resend at all after expiration?
15 votes -
NSE PDF's to be fillable
It would be great if the PDF's we insert into the New Sales Experience Estimates were fillable by the customer. Or at least if when we do a custom PDF page and insert a fillable PDF that ability would transfer to the version that sends.
13 votes -
11 votes
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Delete Company Documents in Use
Sometimes, company documents cannot be deleted if they are in any existing email threads. Need to be able to delete or hide them from the company documents regardless.
11 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.
10 votes -
Upload Videos
Would like the ability to upload video to a job.
10 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.
9 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.
9 votes -
Please relocate the popup that appears every time you do an update to a contact. It blocks the 3 dots.
Pop ups should not disable features due to their location on the screen. When you get good at JN, a 3-4 second delay due to the pop up is like listening to that stock answering machine message for the millionth time.
9 votes -
Custom Reports With Any Data
Several types of custom reports can be created, but it would be nice to be able to generate reports that pull data types from the different reports all in one.
8 votes -
More tabs for quote details page
customer loves the g/b/b but sees value in adding more tabs than the current 3
8 votes -
Would like the ability to set up recurring payments from customers.
Would like the ability to set up recurring payments from customers.
7 votes
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