Excel Integration for Estimates
It would be nice to fully integrate Excel into the estimates and bidding fields (possibly more). The way the JobNimbus estimates currently function, I am unable to use it at all and find myself adding my Excel files as attachments into the customer file. It would just be nice if I could utilize the JobNimbus program for all my needs. I really love JobNimbus. It has been a game changer for our office organization.
Sean Jegen commented
Is there any possibility to have this be linked to my current bid platform that is in EXCEL, it is a extremely plush bid platform that is ever evolving and not one I would want to switch from due to its designed around streamlining the bidding in and out of the field. Where it is where all we have to is put in the name and measurements via manual measuring or thru eagleview and it will be done with little manipulation to bid/contract/order/completed giving all current pricing and even figures the estimated commission and if the crm was linked to this so only one input of name and address etc it would pull double entry away and eliminate even more time which in turns leads to more sales time
I would really like to see if we can look into this to streamline the process even more so
Thank you for looking into this