Documents, Photos, Forms & Attachments
234 results found
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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.
63 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
23 votes -
Send Forms as Links/Attachments.
The ability to send forms as a link/attachments.
16 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
64 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."
4 votes -
Folder creation from Job/contact documents
Creating folders within the documents tab of a record could be helpful to locate certain documents faster.
10 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.
5 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.
4 votes -
Ability to add attachments to email templates
Whenever we email out an estimate, we would love to be able to send some attachments with it about our company, etc. Currently, we are not allowed to add an attachment when clicking "email estimate". We also have an automation that sends an email, but there is no option to add an attachment to email templates.
14 votes -
More edit options for documents
I would like to be able to have more edit options for documents created in JobNimbus. Like have a landscape view option and also provide more framing options to make a document look more aesthetically pleasing.
6 votes -
7 votes
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E-Signature for work orders
I would like to add an option to electronically sign a work order.
22 votes -
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.
6 votes -
Ability to add custom columns to Templates
Specifically we need a column on our Materials Order template for the material source (i.e. Beacon, Shop, ABC, etc) but I can think of many more examples where this would be useful.
6 votes
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