Documents, Photos, Forms & Attachments
207 results found
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Using E-signature on PDFs
The option to e-sign a PDF document uploaded. Currently this can only be done with documents made within JobNimbus.
9 votes -
Form Data to flow to a template to create estimate
It would be useful to have the information or data from a Form be an input flow to a template which can create an estimate.
7 votesThis functionality will be coming soon! We're looking at a Q2 target date for having form fields that feed into a new tool called "Smart Estimates"
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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.
65 votes -
Attach a "Company Document" onto a document template
ok guys, are you ready for the next big thing? Another billion dollar idea? So the document feature is almost perfect, but we need to have access to attaching a "Company Document" to a "document" we create from a template. I created some cool PDF's from illustrator to bolster up the template look, you know, eye candy for the clients, but in order to hook the pdf to the newly created document, the pdf must first be downloaded from the "company documents" to my computer, then uploaded to the individual contact, then create document, then connect. I propose having the…
11 votes -
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.
10 votes -
Add a page to a signed document
Ability to add another page to a signed document to have it signed so the document could be all in one spot instead of multiple places.
3 votes -
Share completed Forms
It would be helpful to share completed Forms from JobNimbus, via email, download and print.
58 votes -
Download Completed Forms
Would like to be able to download forms or have it as a document that can be sent as an attachment
6 votes -
Send Forms as Links/Attachments.
The ability to send forms as a link/attachments.
14 votes -
Fill out the new forms feature on a desktop
Have forms be able to be filled out on the computer.
69 votes -
Change Orientation of Photos after Upload.
The ability to change the orientation of photos after they are uploaded!
4 votes -
Make uploaded docs be automatically marked as private.
Have an option in settings to automatically mark uploaded documents as, private. Currently, this is done manually by have to make sure the box is selected.
5 votes -
Time Date Stamp on photos
Time Date Stamp on photos
6 votes -
Ability to print signature requested doc
Currently when sending a document requesting signature, recipients do not have the option to print the document or download it to review before signing. It would be convenient to include this to make business easier for clients.
6 votes -
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
34 votes -
Customize Document Status
I would like to be able to customize the status options for documents. Specifically have an option to show a document as "Approved."
3 votes -
Folder creation from Job/contact documents
Creating folders within the documents tab of a record could be helpful to locate certain documents faster.
8 votes -
Drop down menu on document templates
When creating a document, it would be helpful to be able to insert a drop down menu to use in certain areas of the template for different options depending on items being mentioned.
4 votes -
Attached documents while request signatures
Send an attached document and request the signature all in one email.
4 votes -
Option to expire document signature link
If a customer does not click on a link to sign a document after some time, it would be good to have the link expire and not allow the user to sign the document. It appears that currently, if a client click on an old link it will resend it to them creating activity in JobNimbus sent by the system.
3 votes
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