General
834 results found
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5 votes
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Require Internal Notes
It would be great if we could make internal notes required for estimates etc
3 votes -
Ach discount option
Want to be able to give a discount automatically when someone uses ach payment
3 votes -
Team Business Hours for Calendar
Currently Setting the scope of our calendar is dependent on the Business Hours in the individual user profile. I would like the ability to set this for users or for my whole team. That way I can be sure everyone has the appropriate windows to view.
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.
7 votes -
Fonts
The ability to change the font and text size within estimates, invoices, work orders or anywhere really with a text box
2 votes -
NSE Auth Page Show Item Names
It looks like when viewing the PDF of the authorization page, it doesn't display the item name, just the description. Would like this to do both or at least be an option.
2 votes -
Options to customize estimates in New Sales Experience
Would like to be able to change fonts, colors, and placement of customer & company information on the cover page. Wants to add their company address to the cover page but also keep the customers information as well
2 votes -
Adding additional characters to the Contact Fields
We created a custom field with the salesperson's direct phone number that gets inserted into the welcome letters along with the photo of the salesperson. This assures people that the person knocking on their door is from Anderson Roofing, not a random stranger.
We ran out of characters. Please increase the character limit availability on the contact card function. We need to be able to add three more names.
1 vote -
The optional field in the user profile for their job title to then be used in the email template insert fields
There should be an optional field for a user's profile to put in their job title that can then be used in template insert fields to better communicate with customers who are sending the email that an automation is set up for.
2 votes -
When adding a template to the estimate details page, add it as an option
Currently, when you import a template into your estimate details page, it will erase all data, even if you have multiple options available. This makes it difficult when you are simply trying to add a new option that you already have the template for but don't want to manually enter it into the estimate when you could just import that template as a different option instead of erasing the whole estimate details information.
2 votes -
Custom reporting
ability to add data from different types of reports into one report. Such as combining invoice reports, work order reports, etc.
2 votes -
Left Justify Notes on NSE Estimates
Currently, the notes in NSE justify to the right, but we would prefer them to be on the left. Or possibly toggle-able to either side.
3 votes -
2 votes
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Adding Form based conditions to automation
There are no current options in the condition types for forms.
2 votes -
Being able to format change any note text box on an estimate
When you are looking at the product details in an estimate you can leave a note in the note text box but you can't actually change the text font, size, bold etc.
2 votes -
2 votes
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2 votes
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Ability to add images to products & services in the estimate
possibility for customers to mouse over if they want to review the image of the item
2 votes -
Automation & email templates allowing emails to send the whole paid invoice document
Logo is trying to set up a automation that will send the full invoice once it is paid
2 votes
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