General
879 results found
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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.
3 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
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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 -
4 votes
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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…
2 votes -
Ability to delete or edit fields on a material order
I need the ability to go into an existing material order and edit the dates that it needs to be delivered, etc.
1 vote -
2 votes
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Edit Design Layout per Estimate created
I built out all of my templates in NSE with the design layout that I choose, and noticed after that my company name does not fully show up on the cover letter. I did a lot of work to have to go back in and change the template design only to have it change over the entire platform, changing the formatting to where I have to go back in and edit all of the templates again.
1 vote -
SQ- Hide "Select Date" on Work Orders material Page
Would like to have the materials page toggled on when sending a work order and have the option to toggle off the fields for "Select date" and "Select Time".
1 vote -
Bulk Edit Custom Fields
Bulk Edit Custom Fields - User trying to edit custom field called team lead based on sales rep groups
1 vote -
NSE breakdown in the Mobile App
Would like to have the same breakdown on the New Sales Experience estimate in the Quote Details Page on the app as well as the desktop.
1 vote -
Make the review and sign quote button more obvious
People miss the button, especially when there's a PDF attached by default in SumoQuote
1 vote -
Blast Texts through Engage
Would like a feature to Blast Texts to our customers through Engage
1 vote -
5 votes
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1 vote
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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 -
2 votes
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