General
527 results found
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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.
11 votes -
Convert Unsigned Estimates
Users would like the ability to convert SumoQuote estimates to Invoices, Material Orders and Work Orders regardless of the signature status; similar to the behavior that previous existed with Legacy Estimates?
9 votes -
Job Automation With Ability to Create a Parent Contact Condition.
We need to be able to change the Type & Status of a parent contact ONLY IF the parent contact Type is ___.
4 votes -
Remove NSE Estimate resend when signed estimate is clicked in.
We would like the ability to turn off this feature. We don't want our customers getting multiple emailed copies of their estimate after signature.
5 votes -
Addition of "Internal Notes" to NSE quotes
Customer loves the internal notes functionality of legacy estimates and would greatly value the addition of this functionality to NSE quotes.
10 votes -
SumoQuote - CompanyCam Tags Visible
You can add tags in CompanyCam, but there is no way to see those when selecting your photos via the integration. It would be great if those were displayed to make it easier to find the ones we marked in CompanyCam.
4 votes -
Symbility Integration
Would love more Insurance integrations like Symbility. https://www.symbilitysolutions.com/symbility-property/
3 votes -
Contact Automation With Ability to Change Type, Not Just Status
This is needed because it is not possible to create a job automation with a parent contact Type condition. My workaround was going to be to have the parent contact of the job change to a status that is a trigger status to change the contact type (so the use of both a job and a contact automation to accomplish what we need).
3 votes -
Need a way to Tell Customer if their Card is Credit or Debit
With the new fee passing update of 12-4-2024, debit cards now result in the fee going to the Company. However, cardholders don't always know if their card is a credit card or a debit card. This results in potentially getting hit with a fee that is ~3% of the contract value. We need a way to handle this so it doesn't happen unexpectedly. Possibly something that tells the client if it is Debit or Credit.
3 votes -
Unify Assignees Across Contact/Job Creation Methods in Jobs V2
With Jobs V2, there are a few ways that a contact and job can be created, but they have different behavior for how they assign Sales Rep and Assignees. This creates confusion when field/sales users use the mobile method more often than the other methods and so do not have an expectation of needing to add the data later.
On Web, Home -> Contact List -> Create Contact generates the large contact form and pre-fills the Assignee in the form as the person who is adding it.
On Web, The Blue "Create +" Button doesn't have any fields for sales…
2 votes -
Link Expiration Customization
Ability to change the amount of time until an estimate link expires
3 votes -
4 votes
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Default Assignee
Would love to be able to designate an assignee regardless of who is creating it or what other assignees are being added.
2 votes -
Warn About Unsaved Changes Before Leaving Budget
Currently, Budgets require manual saving but can be exited on accident. It would be great if there was a pop-up that would stop you from closing it on accident.
2 votes -
Budget Line Dates
We need to have dates for the lines on budgets so that we can tell when things are added to the budget and paid on.
2 votes -
Support for Encoded Special Characters
Within the estimates on the New Sales Experience we have been trying to list 1/3 as the single character ⅓, but it is not supported on the PDF view and just displays as a blank space. So "⅓ due at signing" in a description on the estimate becomes " due at signing" on the pdf. We would love to have encoded character support added to the pdf view as well.
2 votes -
SumoQuote Contact Export
It would be great if there was a way to export all of my contacts into a spreadsheet.
2 votes -
SQ Standalone - Hover Integration Sync 3D Model Visualizer Link
Whenever a Hover report is created, it also produces a 3D model of the house and it allows the customer to play around with color choices and different products. It creates a link to the 3D model which we copy and send to the customer. We would love a way to customize a page that will have the specific customer’s link to their 3D model. Or have this fill somehow from the sync.
2 votes -
Ability to create a specific Contact List by type within Jobs V2
Ability to create a specific Contact List by type within Jobs V2
2 votes -
2 votes
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