Financials
523 results found
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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 -
Single Page for Each Line Item in Invoices
I would like to make each line item start on a separate page on invoices.
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 -
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 -
Add delivery date field to Material Orders
We'd like to be able to add a delivery date to our material orders again, the new updates have removed this feature so now we have to create a workaround with the supplier comments - it would be easier to communicate with suppliers, along with track and report on this data with a set date field.
2 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 -
Estimate Template Building
If anyone has ever used Sumoquote to build estimate templates / Layouts they will come and try to use the Nimbus version and be horrified. I can whip out multiple high detail templates in a few hours in SUMO. In Nimbus I must jockey 2 tabs at top of screen and go back and forth between products and services and the other tab with the layout loaded. 1 line Item to edit is up to 15 minutes. The changes made in Products and services don't immediately show up on Layout template. I usually have to refresh and delete / add…
2 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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ROOFSNAP: Be able to seamlessly integrate Roofsnap measurement fields into the JN measurements
right now Roofsnap can only be added to measurements by uploading the sketch CSV file to JN. But not all the fields are pulled. Only the very basic ones. We still have to complete some fields manually. It would be a good idea to integrate Roofsnap just like you did with Eagleview
1 vote -
Fill NSE Estimate Cover with Single Names
Currently, NSE Estimates require that the contact has a First and Last name to use those names on the estimate cover page. Otherwise, it fills in the Job Name. However, some users work with entities and not people, so the ability to use a singular entity name would be great. That way, we can avoid an arbitrary name split to satisfy the First/Last requirement.
1 vote -
Mass Email Payment Requests
have a button on the financials dashboard to send out the payment link to all customers with an open balance, and filter by status (great for deposits or week of install, or for final invoice/closeout)
2 votes -
Force every single quote/layout to have the same legal language, especially simple estimates
There should be a way on every single SumoQuote estimate to force the quote to have a section with the companies specific legal language, and allow it to be editable by admins only. Legal language is usually very specific, and the company needs to be sure every representative is using the most recent version. I don't think it's wise to let every single employee edit the legal language, or have the option to delete it.
Currently, we have the ability to upload a legal page to estimate layouts, but there's no way to force a user to add it to…
1 vote -
2 votes
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Estimating
I have used so many different estimating systems over the years, but this is the first one that has made me decide to go back to excel for writing estimates
1 vote -
More than 3 Estimate Options
Would like to see the ability for more than 3 estimate options per doc
3 votes -
New sales experience - Ability to convert estimates to work orders and material orders
Unlike the legacy format we can no longer convert estimates to work orders and material orders unless they are signed. This is very important for us when we are sending our material or labor lists for subcontractor bidding and supplier pricing prior to presenting our proposals. We tried changing the estimate status to approved, but that doesn't work. Only signed estimates can be converted. We've had to duplicate and edit the estimates to make them look like a WO or MO, and since there are no internal notes available we can't tell what is what looking at the financials screen.
8 votes -
Ability for Multiple Margin Sliders for Each Estimate Section
Currently, the margin slider for NSE estimates only affects all the sections of the estimate. In the future, it would be nice to have the option to only apply the slider to specific sections or have multiple sliders per section.
4 votes -
1 vote
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Add watermark on back of estimates
Tp be able to apply a watermark on the back of the all documents and templates
1 vote
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