General
527 results found
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1 vote
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Automatically insert salesperson signature
customer reports it would be handy if the sales person issuing the quote in NSE, that their name and signature be automagically applied to the quote, rather than the sales person needing to add themselves as a signatory
1 vote -
Limit who can sign
customer reports that currently ANYONE with the signing link can sign off on a quote (sales person/stranger/anyone) he notes this may not be an issue with trustworthy salesmen but not all of them are. So would like to see only the email address listed as a signatory, be able to sign the document.
1 vote -
1 vote
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1 vote
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Sales person token is missing
Customer reports sales person token is missing from introduction page in NSE - would like to see it added please.
1 vote -
Assign Required Forms to Specific Team Members
Ex. Customer wants field agents to complete a required checklist
1 vote -
Adjustable column widths on legacy estimates
This could likely apply to New Sales Experience as well
1 vote -
SQ Feature Request - Adding the ability to pass an estimate number through to QBO
QBO has changed the way the invoice and they now require an estimate number. This logo has requested we add the ability to pass an estimate number from SumoQuote into QBO at the time of export.
1 vote -
Invoice Totals in Financials Tab
I would like to be able to see the totals for all my invoices on a contact or a job when viewing them in the Financials tab like I can with the payments.
1 vote -
MO recognize taxes when created and converted into invoice
When creating a MO from scratch without converting from an estimate. The taxes are included in the products and services however, do not populate in the Material order unless you create an estimate and convert to a Material order and then convert to an invoice.
1 vote -
Side Bar - Recent Activity
It would be good to see recent activity, notes, and uploads in the side bar
1 vote -
Add Address Field to Contact Creation
In Jobs V2, there is no option to add the address to the contact when creating a contact from the + at the top of the screen. This is causing users to have to edit the contact to add the address after it has been created and causing issues with syncing to SumoQuote.
1 vote -
Dynamic Form Options
I would like to be able to create a form template that only shows certain sections when I have previously selected a specific option. For example, if I want someone to select a shingle type, I then want additional questions to appear based on that shingle type.
1 vote -
Status Change Activity Report
I would like to be able to create a classic report that shows me specifically only status changes to contacts or jobs and not all contact modification activities.
1 vote -
Invoice payment terms
Have the option for Net90 as a payment term for an invoice.
1 vote -
Creating Folders in SumoQuote
It would be great to create folders for your layouts in sumo quote instead of having a huge list.
Folders for automations, tasks, note type..
1 vote -
Limit Access to Eagle View
Create option to limit who has access to order Eagle View reports in Access Profiles.
1 vote -
NSE estimate layout on mobile reflect on desktop
when creating a layout via the mobile app it saves as a layout under my layouts on the desktop version and the ability to edit the layouts on the mobile version
1 vote -
JobNimbus pop ups
get rid of these stupid pop up things when I open JobNimbus.
49 votes
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