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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!

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

47 results found

  1. 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.

    54 votes

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    4 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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  2. Attach files in document to emails

    Allow documents stored here to be attached to emails to contacts. Currently they must be downloaded and then uploaded to be attached to an individual file.

    23 votes

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    Viewed  ·  2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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  3. PDF Editor

    I would love to have a built-in PDF editor so we can pull up our company documents and edit them within JobNimbus, then save a copy to the contact. We have explored NaturalForms and it doesn't fit exactly what we need. Maybe an integration with DocHub or something similar would work? Currently our guys are downloading the documents, filling them out then uploading the new copy to the appropriate contact, which is inefficient.

    20 votes

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    4 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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  4. Add company documents to customer documents

    When creating a document for a customer, such as a contract, we like to add a product brochure or maybe a detail drawing. To do this now, we have to save it on our computer and upload it to the customer as an attachment every time. I created a document type called product brochures. If I could even just make certain types available to include in a document that would be helpful.

    20 votes

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    Viewed  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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  5. 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.

    16 votes

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    2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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  6. Ability to Rearrange Photos Within Documents

    All of us at the office really hate how you are unable to move photos around when creating a document and also when selecting photos for document they are in no kind of order at all and it is hard to decipher which pictures are new or old.

    16 votes

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    Viewed  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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  7. Save Checkbox State on Templates

    I have checkboxes in some documents and they are not working when you check them, then create the document over the PDF. The boxes go back to being 'unchecked' after you save because the selection isn't being stored in the database.

    15 votes

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    4 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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  8. The Ability To View a PDF as a PDF

    The window is terrible because you can't copy any text from the PDF. If we could change that it would be great.

    14 votes

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    Viewed  ·  2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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  9. Name Documents, Estimates, etc.

    When creating documents from templates (and estimates,) each document is given a doc number. There is no way to name the document and it displays as "Document #" which hampers easy recognition of file(s.)

    12 votes

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    3 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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  10. Search In Company Documents

    you should have a search option in the document section

    11 votes

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    Viewed  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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  11. 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.

    10 votes

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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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  12. 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.

    8 votes

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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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  13. 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

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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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  14. 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.

    5 votes

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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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  15. Folder creation from Job/contact documents

    Creating folders within the documents tab of a record could be helpful to locate certain documents faster.

    5 votes

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  16. 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.

    5 votes

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  17. Organize Documents

    It would be nice if there was a way to alphabetize Documents or have a folder option. Currently, the most recent document uploaded is on top and you have to search through pages and pages to find a document that might have been uploaded 2 months ago. Alternatively, if they could be dropped into folders that would be another organizational tool. Ideally, we want to store all our job-related docs in JN but right now are using SharePoint as a back-up where docs can be alpha and organized into folders.

    5 votes

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  18. Organize attachments in order

    I would like the ability to organize my attachments in order. Currently, when I attach files they are scattered all over the place and not organized

    5 votes

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  19. 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.

    5 votes

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  20. 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...

    5 votes

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