Documents, Photos, Forms & Attachments
229 results found
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Bulk download photos and documents separately
Add ability to download all photos without other attachments being downloaded
10 votes -
Access to Company Documents in mobile app
Be able to access Company Documents in the mobile app
10 votes -
Upload Fillable PDF's (i.e custom contracts, change orders etc) to Document Templates
Which would then allow our custom documents to be sent out for e-signature.
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 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 -
Multiple Emails
I would like to be able to change my main email and still have the old integrate into the same files. This would be nice to have multiple emails for the sales man and the company main to still attach to the same file.
10 votes -
Ability to Delete Products and Services
The products and services list is completely cluttered with duplicates of products and services that are hidden but then we have to name the new one something different because it already exists.
9 votes -
Form Formatting and Emailing
When downloading forms, I would like them to be better formatted to the page and have smaller margins instead of looking like a screenshot of the form itself.
I would also like it if, when you create a form, you could send it directly to the customer from there, and have the form appear under documents.
I would also like if, when composing an email, you could attach a form to the email.
9 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 -
Folder creation from Job/contact documents
Creating folders within the documents tab of a record could be helpful to locate certain documents faster.
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 -
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 -
8 votes
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Would like the photos submitted in a form to NOT resize when downloaded to PDF
Would like the photos submitted in a form to NOT resize when downloaded to PDF. I love the form option, but it's unusable as a report to a 3rd party. The photos resize to thumbnails and cram them all on one page when the form is downloaded to a PDF Client's can't see them, even when they zoom in as far as possible. In our experience, this is good for in-house use within JN but non-functional for other purposes.
8 votes -
Be able to “Duplicate” or “Copy” a Document
Please add a “copy” or “duplicate” function on the documents. We currently use our own templates for contracts. When we send a document for signature, it locks it and we can’t make any corrections to that or make a copy. We have to re-create the contract from scratch if we need to make any edits. This is for document that have NOT been signed yet.
Or let us void the document if it hasn’t been signed, and unlock the document so we can make edits.
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 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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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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