General
1061 results found
-
Exclude Sales Rep Assignments from SQ Project Search
In SumoQuote Standalone, when searching the project list for a name it currently includes results where the assigned sales rep has a matching name. This makes it tricky when searching for common names if they happen to be shared with a sales rep. It would be great if this could be made to exclude this, or at least to make it a toggle.
2 votes -
2 votes
-
Additional estimate options
Options for more than 3 estimate options per estimate (more than good, better and best)
2 votes -
Send estimates/invoices to a primary and secondary email
Allow emails to populate with primary and secondary emails for the recipient
2 votes -
Maintain manual edits
When suppliers send over incorrect information it shouldn't immediately overwrite the price if we have put in what is correct.
2 votes -
Turn off ability to enter under contact
Toggle so that team cannot add notes to the contact, only the job.
2 votes -
2 votes
-
Highlighted areas in the general customer profile
Could we have certain fields in the customer profile be highlighted? See the attached example.
2 votes -
Add create Contact - full details
I can no longer create a contact from the home screen. The "Create +" button only allows a Job or Task to be created now, so I have to begin to create a Job, get Name & phone number, create from that, then go back into the search bar, type in their name and go to their profile, and then I can go on creating the contact from there. There is a drop-down feature that allows me to add in more detailed information, but not everything we need including class, lead status, etc. It is an extra step, and messes…
2 votes -
2 votes
-
JobNimbus Jobs V2
JobNimbus Jobs V2 should have it's own category within User Voice in order for users to easily find and support the things that don't work and features remove unnecessarily that make more work. Change is always going to take getting used to but when things don't work at all or make work more difficult there needs to be an easy way for user's to voice there concerns and feel assured the feedback is being monitored.
I for one have tried the new Beta version of the roll out and there were so many issues I couldn't work around that I…
2 votes -
manually enter estimate price
Ability to adjust the price of the estimate without going line by line
2 votes -
Sumoquote bluprint
Want to be able to blueprint a company for another company. Essentially copy/paste companies, but add a different name
2 votes -
Engage - option to clear notifications manually so they can go back and review them
option to acknowledge messages so if they forget they can go back and have the reminder that they are there
2 votes -
Engage - Group Texts
Referrals from adjusters that want to be included in the text so they are needing to send texts outside of engage now
2 votes -
2 votes
-
Support embedded links on estimates
would like to show customers videos directly on the quotes - that is, clickable and won't close the estimate when they open it
2 votes -
2 votes
-
SQ Integration with SVC Financial
Would like to have an integration with SVC financial such that customers have the ability to click and apply for the financing directly.
2 votes -
Zip Code to Fill City/State with Enhanced Jobs Experience
The previous job experience would auto-fill the City and State when we entered the Zip. After the switch to the Enhanced experience, this does not work. We need this feature back because it speeds things up.
2 votes
- Don't see your idea?