NSE - Product Selection on the authorization page
Put a section in the "signing and upgrades" section to add color selections like it is in SumoQuote. This makes it very simple and straight forward for customers to indicate their product selections.
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Shawn Whalen
shared this idea
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Bruce Yoder
commented
100%!! Find it very odd this was dropped from SumOQuote's design when so many other things are the exact same.
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Bruce Yoder
commented
On the Signing & Upgrades page in my Estimate I see I should be able to have a section that says My Product Selections that my customer can select which color they want. This was available in SumOQuote. In learn Job Nimbus it shows as something that we should easily be able to edit.
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Jason Fascio commented
Yes, this is a no brainer. I find it strange that such options haven't been implemented since they're so integral.
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John Eggen commented
The inclusion of SumoQuote was one of the main reasons we made the transition back to JobNimbus. I previously used SumoQuote as a stand-alone quoting platform with fantastic results.
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Definitely would like a way for homeowners to select their color choices. When the document is signed and emailed, all parties have a clear vision of the colors selected (shingle/siding color, drip edge, ventilation color, soffit color, gutter color, etc).
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Victoria Wauben
commented
Customizable Product Selection Area on the authorization page of estimate for shingle colors, metal colors and any other similar choices.