JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Documents, Photos, Forms & Attachments

  1. Fill out the new forms feature on a desktop

    Have forms be able to be filled out on the computer.

    25 votes

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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Share completed Forms

    It would be helpful to share completed Forms from JobNimbus, via email, download and print.

    18 votes

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    Planned  ·  2 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Delete and print forms

    I would like to be able to delete a form created under a specific contact/job and download it as a pdf to print it.

    14 votes

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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Allow us to edit forms that have already been submitted and delete old forms from jobs

    We need to be able to access forms from a desktop as well as be able to edit forms that have already been submit in case of error or mistake or something changing.

    8 votes

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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Customize expiration time frame for Estimate/Document Signature Requests

    I would like to be able to modify the time frame an estimate/document signature request is set to expire. I would like to make it longer than 48 hours

    19 votes

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    1 comment  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Notifications for When Document is Digitally Signed.

    An option for others besides the signees to be notified when a document is fully signed. There is a similar feature for estimates via an automation, which currently cant be created for documents.

    43 votes

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    3 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Ability to delete or hide company documents that are associated with active records.

    Right now you get an error if you try to delete a document if it's been used in an email. We should be able to delete or hide those if they are outdated.

    4 votes

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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Upload PDF in Photos Tab

    Ability to save PDF documents (photos) in the photos tab of a contact or job. Currently when you try to upload a PDF in the photos tab it automatically goes into the documents section.

    7 votes

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    Gathering Feedback  ·  0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Send Forms as Links/Attachments.

    The ability to send forms as a link/attachments.

    8 votes

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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Make Form drafts visible to office

    If a sales rep is unable to complete a check list form and saves it as a draft, it would be great to make the draft visible to the office. Currently we cannot see it in the draft stage until that check list is complete, problem also is if they save it then they cannot go back to edit it.

    5 votes

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    Viewed  ·  0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Document Status changes with signature status

    There used to be a "Signed" status for documents, but now that's gone and the signature status column seems to have replaced it. The problem is that the signature status can be fully signed, while the document status remains as a draft. I think the document status should relate to the signature status, or the document status should be removed altogether.

    3 votes

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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  12. 1 vote

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  13. Allow CSS Styling on Templates

    Many of our templates are based off the same CSS styles, so minor updates requires me to update each individual template HTML source code under the <style> tags on each template. Allowing users to link a style sheet hosted on the web to templates within the HTML source would massively improve user experience

    2 votes

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    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Be able to upload a document and make notes/tag people at the same time

    We want the ability to upload a document, and be able to make a not and tag people at same time.... not have to load and go out and search job or contact and go back in and make a note.

    2 votes

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    Gathering Feedback  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  15. when dragging document to upload, BOX SHOUL HIGHLIGHT TO DIFFERNT COLOR. ITS HARD TO TELL IF DOCUMENT HAS BEEN PLACE IN THE BOX.

    when dragging document to upload, BOX SHOUL HIGHLIGHT TO DIFFERNT COLOR. ITS HARD TO TELL IF DOCUMENT HAS BEEN PLACE IN THE BOX

    1 vote

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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Moving the Signature Area

    It would be very helpful if we could move the signature area to the very bottom of estimates. We are currently not able to move the signature area in estimate templates. Documents would look more presentable if we could move the signature line to where we want it to be.

    13 votes

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    Gathering Feedback  ·  0 comments  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Attach Documents to Estimate Email

    Ability to attach documents to an Estimate when sending Estimate for signature. For example: Contract Terms & Conditions

    1 vote

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  18. Be able to add colors or other information at the top of a form

    I would like to add Colors to the top, so when we do a picture of color matches we can have it under that, instead of having to scroll thru all the photos we take, to find that picture

    3 votes

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  19. Ability to select email template when sending document for signature

    Currently there is no way to add an email message when sending a signature request. It requires me to email the customer with a heads up that they are going to be receiving a signature request and it takes extra time.

    13 votes

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  20. Upload a PDF to a Form

    Would love to be able to upload pdf files while filling out a form.

    1 vote

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Documents, Photos, Forms & Attachments

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