General
942 results found
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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 -
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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Require Internal Notes
It would be great if we could make internal notes required for estimates etc
3 votes -
Static timezone on mobile
When a mobile phone goes to multiple states it can be hard to keep time zones straight
2 votes -
1 vote
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Multi-Building Estimates in a Single Estimate
I’d like the ability to create a single estimate that includes multiple buildings (like a house and a garage) with separate sections the customer can view and optionally include in their bid. Currently, we use the "Good / Better / Best" format for upgrades, so it can’t be reused for building separation. Expanding the number of quote option pages or allowing a 4th or 5th option with the good/better/best would streamline our workflow and make the estimate clearer for the customer, without requiring separate estimates for both the separated garage and residential roof on the same job.
1 vote -
multiple estimate options
Would like to see the ability for more than 3 estimate options per doc
1 vote -
Ability to create a supplement associated with an existing insurance job/estimate.
Clearly delineate supplemental costs from the original estimate in job records.
Notes for justification (e.g., photos, insurance adjuster notes)
Tracking of approval status (e.g., pending, approved, denied)
Integration or export to insurance documents or PDF summaries
1 vote -
SumoQuote Invoices to Sync to QuickBooks
SumoQuote Invoices to Sync to QuickBooks
1 vote
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