Skip to content

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

5 results found

  1. Multiple Signatures

    Some of our documents require more than one signature. As a work around we have created duplicate documents with alterations. Is it possible to have more than 1 signature on a document? Is it also possible to have a sales rep signature line added?

    25 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    4 comments  ·  Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Completed  ·  Lane Alo responded

    This functionality is now available in the product. You can add it from templates in settings or create a one off document from the job or contact. 

  2. Document Scanner

    Being able to scan the document directly into JobNimbus would save time. Otherwise, have to scan document into computer, save document , then upload it to a file in JobNimbus

    38 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Completed  ·  7 comments  ·  Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Change word "contract" to "document" when emailing document for e-signature

    Our team has different templates for Documents - many of which are not a contract but still require a signature. At the current moment, every time you email the request to the client this is the un-editable email template:

    You have been sent a PDF document from Vision Construction.
    Please review it and when you are ready to sign this contract, click the
    link below:

    It would be great if JN could call the document a Document instead of a Contract, or if the automated emails could have an editable template, so that we could change the wording.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Ability to attach additional documents/pdf's to invoice's when sending the invoice email.

    Examples -
    Roofers - ability to send the contract with addendums and/or revised insurance scope as an attachment when sending the final invoice to the client.
    Supplements service's- Send new negotiated scope to the client with final invoice.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for submitting this! While sending using the “Email Invoice” feature doesn’t give you the option to add other attachments, you can send the invoice PDF from the Activity Tab using the Add Note > Send Email option. There, you can add any other attachments from that job/contact or from your device. You can also do this with the Email option on our mobile app.

    Give that a try and if you have further questions, please contact support@jobnimbus.com or call 855-964-6287.

  5. an option to preview a document before saving.

    It would be nice to be able to preview the document before it actually saves it and assigns a document number. This way you can confirm you have selected the correct design template and everything is displayed properly without having to keep going back to edit and having multiple documents.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    If you’re creating this document on the web, you should have an editable preview of the document template below the document info while creating/editing the document.

    We will be updating this in the future and will consider ways to make it more useful for you.

  • Don't see your idea?

Documents, Photos, Forms & Attachments

Categories

Feedback and Knowledge Base