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How can we improve SumoQuote? (Standalone Product)

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'NSE - Product selections populate automatically into orders' has been merged into this idea

NSE - Product Selection on the authorization page

Put a section in the "signing and upgrades" section to add color selections like it is in SumoQuote. This makes it very simple and straight forward for customers to indicate their product selections.

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Shawn Whalen shared this idea  ·   ·  Report…  ·  Admin →
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  • Bruce Yoder commented  ·   ·  Report

    100%!! Find it very odd this was dropped from SumOQuote's design when so many other things are the exact same.

  • Bruce Yoder commented  ·   ·  Report

    On the Signing & Upgrades page in my Estimate I see I should be able to have a section that says My Product Selections that my customer can select which color they want. This was available in SumOQuote. In learn Job Nimbus it shows as something that we should easily be able to edit.

  • Jason Fascio commented  ·   ·  Report

    Yes, this is a no brainer. I find it strange that such options haven't been implemented since they're so integral.

  • John Eggen commented  ·   ·  Report

    The inclusion of SumoQuote was one of the main reasons we made the transition back to JobNimbus. I previously used SumoQuote as a stand-alone quoting platform with fantastic results.

  • John Eggen commented  ·   ·  Report

    Definitely would like a way for homeowners to select their color choices. When the document is signed and emailed, all parties have a clear vision of the colors selected (shingle/siding color, drip edge, ventilation color, soffit color, gutter color, etc).

  • Natalie King commented  ·   ·  Report

    Having the option to integrate as many colors as are available in one list that the customer can choose from for their shingles.

  • Victoria Wauben commented  ·   ·  Report

    Customizable Product Selection Area on the authorization page of estimate for shingle colors, metal colors and any other similar choices.

  • Anthony Viglione commented  ·   ·  Report

    Want to have estimates show color options to the homeowner so they can sign off on their choice.

  • Naaman Nakanishi commented  ·   ·  Report

    Homeowners complete the product selections space on the Authorization page with information on colors. It would be helpful if this information populated directly into the JN orders so that office staff have all the information they need directly on the order instead of going back and forth between the signed estimate and the order. it would also minimize errors when entering the correct colors because it auto-populates those fields.

SumoQuote

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