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JobNimbus Feedback

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1002 results found

  1. Automation Delineated by Document Type Signed

    Run automations depending on what document type is signed. Use cases:

    1. Move status to "Signed" when "Contract" document type is fully signed.
      • Alert Accounting
      • Alert Sales rep with Zapier Automation
      • Alert Sub with Make.com Automation
    2. Generate webhook for Zapier/Make/N8N when a change order is signed alerting all parties to halt and pivot.
    3. When Media Release is signed, Add call task for Rep to perform.
    4. When employee offer letter is signed, add them to JobNimbus, Google Workspace, Trainual with Zapier/Make/N8N

    Right now, you can get a notification that a document is signed, but we can't automate around the document type or…

    6 votes

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  2. 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

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    1 comment  ·  Admin →
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  3. 6 votes

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  4. AssistAI creates a contact based off the phone number a client says

    Right now it goes off the phone number that is in the caller ID, which can lead to all contacts turning into one if the call forwarding has the business line on the caller ID

    4 votes

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  5. 1 vote

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    2 comments  ·  Admin →
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  6. 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

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    1 comment  ·  Admin →
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  7. AssistAI Appointment vs lead status

    When a lead is created with AssistAI it only goes to one status. Could be nice if it went to one status (Lead) if no appointment was scheduled, and a different status (Appointment scheduled) if an appointment was scheduled

    3 votes

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  8. 2 votes

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  9. NSE One Page Quotes

    We liked the legacy estimates because we were able to get our logo, the estimate information, and the customer signature all on one page. With the New Sales Experience, our logo goes on the cover page with some other stuff, the line items go on the Estimate Details Page, and the customer's signature goes on the Authorization Page. As a PDF, the new estimates are nice, but we operate in a rural area with lots of clients who prefer physical copies. We would love a way to get a one-page estimate with the logo, line items, and signature all on…

    5 votes

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  10. 1 vote

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    1 comment  ·  Admin →
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  11. 2 votes

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  12. 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

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    1 comment  ·  Admin →
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  13. 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

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  14. Add Recording Playback Options for Assist AI

    When listening to Assist AI calls, I would like to be able to fast forward, skip, or have a slide bar to adjust what I'm listening to.

    3 votes

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  15. Add Email Address with Assist AI

    I would like to be able to collect email addresses with the Assist AI agent and have those emails populate in the contact record.

    3 votes

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  16. 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

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  17. Supplier column

    want to be able to add suppliers other than integrated suppliers so they can see where the material orders were sent at a glance

    2 votes

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  18. Signed date column on the financials page (First Look)

    Want to be able to see when the contract was signed at a glance. Having a column for that would be nice

    2 votes

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  19. AssistAI: Show Caller ID on Transferred Calls

    Add ability to display caller ID on transferred calls so users know who is calling before answering.

    2 votes

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  20. NSE EagleView Order Activity Notifications

    With the way NSE EagleView orders work, there is no activity posted to the job to show it was ordered or when it is completed. It also does not notify the person who ordered it unless you add your email at the end of the process. Should be able to have the sales rep/estimator notified automatically.

    2 votes

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