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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!

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Documents, Photos, Forms & Attachments

30 results found

  1. Add more invoice template options or allow more formatting options.

    There are currently only two options for invoice templates. There is very little customization for the formatting. It would be nice to add or remove items such as company logo and document title, or allow the use of a letterhead in the header. The ability to change margin size would also be helpful to eliminate the chance of a blank second page in the PDF.

    8 votes

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    0 comments  ·  Templates  ·  Admin →
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  2. Template Questions- Make boolean default to "No" if left unchecked

    When using template questions and selecting a boolean check box for yes or no, currently if left unchecked it is just blank. User would like it to default to "no" if left unchecked.

    2 votes

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    0 comments  ·  Templates  ·  Admin →
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  3. Integrate Microsoft Word for Document Template Importing

    User has requested the option for importing existing word documents into Document Templates for the purpose of preserving font, layout, images, etc.

    24 votes

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    6 comments  ·  Templates  ·  Admin →
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  4. Template Field View

    Wants the options for the template fields to be more easily accessible rather than just having the drop-down menu.

    1 vote

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  5. Attach Videos to Email Templates

    The ability to embed a video in an email template so that when a contact is moved to a specific status, we can create an automation to send the customer an email with a video attached (i.e. more personal thank-you)

    8 votes

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  6. Please create ability to insert page break.

    Page break would help. Also the ability to place pictures specifically where you need them. The template creator as a whole is very awkward and it is difficult to make a high quality document like you can within Word or Google Docs. I like many parts of Jobnimbus but the function to create document templates is very underdeveloped.

    30 votes

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    4 comments  ·  Templates  ·  Admin →
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  7. Extracting Items from Financials into Document Templates

    User would like the ability to extract items from financials (ie. total amount due from invoice) and include it into a document template.

    1 vote

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  8. Update template fonts to match standard font sizes

    Currently, the font sizes in templates do not match standard font sizes. This can cause issues with laws for estimates/contracts needing to be a specific size to be legally binding.

    6 votes

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  9. Ability to edit table settings in document template

    Need to be able to alter table borders, settings, widths, etc after creating a document template. Currently have to edit in HTML or create new table and move data and delete old table

    8 votes

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  10. Pictures resized in estimates

    NEED pictures to resize. They are too small. If we had the option to make them bigger, we could attach a jpg of the work to be done right on the estimate so everything is in the same place instead of having to make a contract.

    9 votes

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