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 line item again for per edit.
We still use SUMO for Estimating for good reason. We can't possibly adopt this. MAKE IT FUNCTION JUST LIKE SUMO!!! I don't care what it takes. This is not usable for anyone who wants a high level of detail.
Whoever thinks this does work well. I want you to come sit down and build a detailed Layout template with me. I will then tell you each line item needs a small edit. I bet you will agree with me after trying this. A direct link to products and services needs to be added accesible from within layout builder.
Please Do this so we can operate within Nimbus only and don't need to go back and fourth between Sumo & Nimbus.