67 results found
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.21 votes
The window is terrible because you can't copy any text from the PDF. If we could change that it would be great.15 votes
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
This is a known issue with our current template system and we plan to address it in the future. No timeline is available currently, but we’ll update you as we get closer.
During setup, or even later, if I create a document for my company's use, and then want to make it a Template so that I can use JobNimbus functions with said document, I have to literally rebuild the document in your editor, which is time-consuming. I already spent the time to make it once, so I'd like to use it as is.
Even something simple like uploading a PDF and tagging the areas to insert short codes (not requiring editing of the text/format of the PDF) would be very helpful.25 votes
you should have a search option in the document section12 votes
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.17 votes
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
As we continue building out our document builder, this is definitely an option we want to add.
We’ll let you know when we’re able to get this in.
- Don't see your idea?