Documents, Photos, Forms & Attachments
207 results found
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Access to Company Documents in mobile app
Be able to access Company Documents in the mobile app
10 votes -
Form Fields to Fill Custom Fields
Ability for answers to Forms questions be mapped to custom fields.
10 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 -
Ability to Move Signatures to separate places on documents
Wants the ability to be able to place separate signatures in different places on documents rather than just having them in one central location.
10 votes -
Change Photo Resolution/Size Options
When adding photos to Work Orders or Estimates, we are limited to one image size. Sometimes it would be helpful to be able to have a better/larger image to support the documentation on the project. Would it be possible to allow for a selection of small, medium or large photo sizes to attach to our work orders and estiamtes?
10 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 -
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.
10 votes -
Editing Batch Photos
So I've noticed on some devices through the app, when I choose category "Photo" It will upload them as "Inspection Photos" which can be frustrating, when SumoQuote doesn't read unless it says "Photo". So when I got to reasign or edit the photos, I have to do it individually versus edit batch photos. How nice would it be to edit batch photos, and re-categorize them. Anyways, that would be awesome. Thank you.
9 votes -
Bulk download photos and documents separately
Add ability to download all photos without other attachments being downloaded
9 votes -
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 -
Ability to add fields in forms and send to sign options
I know it is in the works, but the ability to add documents as forms and insert fields to then send out for e-signatures directly with Job Nimbus would be extremely helpful. Don't particularly like Natural Forms.
9 votes -
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.
9 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
9 votes -
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 -
Photo/document sorting and photo/document page controls
We typically have a lot of photos for our jobs. I would love to have the ability to have controls on both the bottom and the top of the photo/document pages. Also, the option to sort from oldest to newest would be great.
In short:
The ability to reverse sort photos from oldest to newest.
Also having the same controls on both the bottom and the top of the page8 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 -
Downloading options
Instead of "DOWNLOAD ALL" being the only way to download multiple things at one time, a check box next to an item and the ability to download only those checked items would be amazing. It really helps when merging several documents into a single document.
8 votes -
Fix photo problem
Photos import from the last job viewed. Requires the user to refresh the browser every time they are viewing a new job. Super annoying and could cause problems if someone made a decision based on the wrong photos. Please fix
8 votes -
moving multiple photos
I'd like to be able to move multiple photos from one contact/job to another. This would be helpful in cases where there are 40-50 pictures taken in the wrong contact/job. otherwise I have to pull them from the contact/job drag and drop them to the desk top then enter them to the correct contact/job. Most times they show up so small that you can't see them or they are javascript. Same for pulling pictures to email they are super small.
8 votes -
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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