I would like to see that when I am personalizing my invoice template that I can save the terms. It appears to default to Net 15. We run on Net 30. If missed it can make a huge difference in the collections process.

A simple spreadsheet like form/table (editable columns/rows) with ability to insert dropdowns/text/checkboxes, etc in columns - so that we can create checklists for our crews and support personnel. Your table insert tool in the templates section almost does it - except we don't have full flexibility to modify/insert different functions.

During setup, or even later, if I create a document for my company's use, and then want to make it a Template so that I can use JobNimbus functions with said document, I have to literally rebuild the document in your editor, which is time-consuming. I already spent the time to make it once, so I'd like to use it as is.

Even something simple like uploading a PDF and tagging the areas to insert short codes (not requiring editing of the text/format of the PDF) would be very helpful.

The templates really need to be easier to format in certain sections. Under the special instructions, it is really time consuming right now and should be much easier to use.

It would be great if it was much easier to use.

The ability to insert a page break into a template. We have several templates that require a break. My boss is extremely frustrated.

When creating new templates the only way to make sure the document creator is properly set up you have to create an actual document and view it in PDF mode which is a bit cumbersome.

A way to quickly print preview without having to recreate a document each time would be nice to save time when setting up new docs or modifying existing ones....

Create a new checkbox for the top administrative portion when creating Work Order and Material Order templates. This would be "Cost" (what the manufacturer charges, per line item), and would be accompanied by a total Cost at the bottom, per quantity.

I am trying to edit an estimate template and would like to edit the name of it to reflect what I am using it for but can only edit items. Also, would be nice to be able to duplicate a template as I can use various template versions of exterior door install, include paint/stain, install trim or not, etc etc

On our templates for invoicing I would like to be able to sent payment due upon receipt currently it is set for net 15 and cannot be changed.

Creating a new template is pretty easy. That said, we have created some fairly complex templates and would like to build new templates off those that have been saved rather than starting from scratch. Basically, we need a 'save as' option when we edit an existing saved template.

How do we delete images on email template library?

It would be beneficial to have the ability to adjust the page margins on templates.

Would like to eliminate sections from my Templates in order to avoid blank pages in my Estimates when the Special Instructions field is empty

We would like to use the fields from invoices on a document template: Item, Description and Qty, because these are exactly the products that are being transported, and already exist as data.

Add an option to create custom design templates for things like Material Orders, etc.

I have a commercial property owner who would like to electronically sign their contracts, but would like to add the title "managing member" under his name, but not have that part of the signature. it would be great if we could edit the signature area and add titles under the signature line.