General
962 results found
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Bulk Edit Custom Fields
Bulk Edit Custom Fields - User trying to edit custom field called team lead based on sales rep groups
1 vote -
Make the review and sign quote button more obvious
People miss the button, especially when there's a PDF attached by default in SumoQuote
1 vote -
1 vote
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1 vote
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SumoQuote Invoices to Sync to QuickBooks
SumoQuote Invoices to Sync to QuickBooks
1 vote -
1 vote
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Title of the job to populate in the email notifications to subcontractors.
Having so many emails from JN to the subcontractors with not context of what job they are looking into from their inbox is daunting. Would like the email description from the inbox to have some reference to the job so that subcontractors can more easily find a particular job they are working with.
1 vote -
Signature not required
We don't want to have a signature or the signing and upgrades page
1 vote -
1 vote
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Ability for Sales Team to Create QuickTexts
We would love for our sales team to be able to create Quick Texts from the job.
1 vote -
Adding Sales Credentials to NSE
Would like the ability to add the sales reps credentials off of the job with their name, email and a formatted phone number.
1 vote -
Build in Sections of Wall Tokens with Hover Integration
Having sections of the Wall Tokens builtin in addition to the Total Wall Area
1 vote -
Show Local Timezone on New Sales Experience Timestamps
Currently, signed New Sales Experience estimates display timestamps in GMT, which can be confusing to customers and third parties. Please update this to reflect the local timezone, or at least one in America, of the signer or account for clarity.
1 vote -
Profit Tracker to exclude taxes
Profit Tracker to exclude taxes from Planned and Actual Revenue
1 vote -
Add "Find Contact by Display Name" to Zapier Plugin
Please consider updating the Zapier integration to include a “Find Contact by Display Name” search option, similar to the existing “Find by Email” feature. This would make automation easier for workflows where Display Name is the primary identifier.
1 vote -
SumoQuote improvements on order editing - unable to open line item to edit to customize details specific to the job
Easily update the name/ description to add colors or other details such as where the item is coming from
1 vote -
Upload photo as an action for Automation
Have 'Upload Photo' be a possible action from an automation
1 vote -
1 vote
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1 vote
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1 vote
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