Financials
299 results found
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Default Internal Note on Estimate Templates
Would it be possible to include a default internal note when we design estimate layouts? On certain types, I'd like to include things like "Inspection Report", "Emergency Services", or "Insurance Contingency Agreement" so when we look at all the estimates on a job, it makes it a little bit easier on our team.
1 vote -
custom page
Provide the opportunity to add company logo and the ability to include graphical design elements to a custom page using the "Text Page " Page type.. The low hanging fruit would be the company logo as an insert token option. or the ability paste an image into the page.
1 vote -
1 vote
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NSE Customization of Colors throughout the Estimate
Would like to be able to customize the color on the individual line items. We don't like that the grey color is there and want to change the colors.
3 votes -
1 vote
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Show Estimate ID on Estimate PDF
We send multiple estimates to general contractors and estimate numbers are an easily identifiable way to track them rather than a long name.
GIVE AN OPTION TO HAVE ESTIMATE NUMBERS VISIBLE ON THE ESTIMATE. We want to see the estimate number and so do our clients. Right now there is no estimate number anywhere on the estimate, not even in the email headline. We want the option to see the estimate number since that is how we identify which estimate is which9 votes -
Company info on NSE Estimates Cover Page
In the Legacy Estimates, there was a way to put company info onto the estimate at the top. We could make it reference the actual data in our account, so it wouldn't need to be updated on the layout if we updated it in the company info. However, with the NSE cover page, we cannot do that. It would be great if we could get some fields for that or, even better, a way to get it to reference account data and do it so we wouldn't even need to update the layout directly later if the info changed in…
1 vote -
View estimate figures after sending
I would like to be able to click on an estimate to see the figures after I sent. I don't need to edit it, just view what figures I put down. Right now I end up duplicating and deleting. Am I missing something?
6 votes -
Review Line Item Data after Estimate Signing
After an estimate is worked up and signed, if you click it you only have the ability to see the pdf version but not the quantities and price of each Item that is listed.. It is helpful for managers to be able to review the estimate and how it was worked up. If there is a way like the old job nimbus where you could click on it and not only see the PDF version but the data that built it out it would be very helpful.
6 votes -
Minimum Margin Per Workflow
Having more than one type of job we do, we have different required margins and there is an option for only ONE set margin. I'd like to have the ability to set the required margins per workflow, not a blanket margin.
13 votes -
1 vote
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Be able to add products from different suppliers on an estimate
We would like to have the option to select products from on an estimate. We would like to have cheaper/premium options from different suppliers in the good, better, best options on an estimate.
1 vote -
2 votes
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Simple Mode
Must be able to "Add a Page" to Simple Mode need to ad the Terms and Conditions" to the template
1 vote -
Autofill Estimate Name with Job Name
The Job Name is auto-filled into the Estimate Name (of course, with the ability to change it) or the ability to insert tokens into the Estimate Name field, with tokens that include the Job Name.
1 vote -
View Cost for Items in Column on NSE like you can in Legacy Estimates
On Legacy we can easily see the item cost on each line as we build the estimate, it's critical that this view is implemented to the New Sales Experience Estimates before Legacy Estimates are retired.
4 votes -
Internal View for New Sales Experience Estimates
Every Time a contract is signed, I am not allowed to open the contract or "edit" it. The problem is that after the signed contract is approved, my team cannot open the Quote Details page with the Hidden Sections which contain important details. We have to duplicate the estimate in order to see what was included. Very Annoying.
5 votes -
Keep Legacy Estimates
In our modern age, customers do not want extra fluff and more pages to sift through when an estimate lands in their email. It needs to be basic and straight to the point. I constantly get emails and phone calls because people don't scroll far enough for their bottom line pricing. The new Estimate is rubbish and doesn't always work well. It's difficult to navigate on mobile for our estimators as well. It's too long with cover pages that no one cares about...talk about stepping back to 1990. Even trying to strip it down to resemble the old Legacy estimate…
6 votes -
NSE - Add a Commission Percentage to the Estimate
Would like the ability to have a section on the NSE Estimate to have a commission percentage.
1 vote -
2 votes
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