Documents, Photos, Forms & Attachments
229 results found
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E-signature for Invoices - D-sign
The ability to add an e-signature line directly to an invoice, specifically.
3 votes -
Ability to create Google-style documents and spreadsheets
Have the ability to create Google-style documents and spreadsheets that can constantly be updated to track work in progress for all jobs.
7 votes -
Better organization for documents and photos
We would like to be able to create folders for different documents and photos. I.E. create a folder for photos, one for documents etc...
69 votes -
Option to show all documents in the activity feed
We would like the option to have activities and documents combined so that they both show up in the activity feed.
2 votes -
Document ID attached to all pages of signed document
Would like to see the Document ID attached to all included pages generated, including the Signature page.
4 votesThis is in development! We’ll send an update once new signature functionality has been completed.
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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 -
Allow for eSign by customers
SImply allow a customer to eSign a document (e.g. estimate) without my having to travel back to their location so they can do it on my device. Customers want to think it over, discuss with their spouse, etc.
7 votes -
Doc preview when attaching to email
Would like to have the ability preview a document when selecting to attached to an email sent directly from the Contact. Specifically and Estimate. The thumbnail is too small. I realize each estimate has its own number, but when we update or resend we don't always remember the number of a specific estimate when there are multiple.
6 votes -
Ability to remove Document ID
I've noticed that there is a new id printed at the bottom of our documents and would like to be able to remove it.
12 votes -
Photo arrangement in documents
When using the photos attachment option in templates you can not chose the order in which the photos will appear on the page it is random. I would like the ability to pick and choose which the ordering of photos when attaching them.
21 votesWe are now gathering feedback to begin building this feature! To meet with the product manager leading this project, use the link below -
https://meetings.hubspot.com/taylor-brooks1
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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.
28 votes -
Ability for customer to select options on estimate online and sign online
We would like to be able to send an estimate for online signature to our customers, giving them the ability to choose which options they'd like to include in the total price before signing. We usually send an estimate with at least a couple of options/upgrades. Currently, they have to tell us which options they'd like to include, we rework the estimate, and then send it to them again to sign.
10 votes -
Edit pictures
We need the ability to edit pictures within JN. It would be nice to be able to add text, circle things, point to things, draw on it, etc. We could then send those to the crew, repair man, customer, etc.
21 votes -
Organize documents into sub-categories
I want to be able to organize the Documents on Jobs into sub-categories instead of just having everything listed by date and time.
17 votes -
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.
7 votes -
Ability to edit the default email that's sent for e-signing
I want to be able to update /customize the default email message that is sent with e-signature requests.
11 votes -
Link documents in Job Nimbus to an external folder
Please add full bi-directional integration of all documents and pictures with Google Drive, Dropbox, or Windows file structure at the job level. This would allow us to have a full backup of all job documents regardless where they reside without the requirement to constantly duplicate the data either there or in our company files.
8 votes -
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
11 votes -
Mass Delete Photos and Attachments
I would like the ability to select multiple photos and attachments to be able to delete them.
73 votes -
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.
33 votes
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