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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

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199 results found

  1. Doc preview when attaching to email

    Would like to have the ability preview a document when selecting to attached to an email sent directly from the Contact. Specifically and Estimate. The thumbnail is too small. I realize each estimate has its own number, but when we update or resend we don't always remember the number of a specific estimate when there are multiple.

    6 votes

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  2. Document ID attached to all pages of signed document

    Would like to see the Document ID attached to all included pages generated, including the Signature page.

    3 votes

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    0 comments  ·  Signatures  ·  Admin →
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  3. Please create ability to insert page break.

    Page break would help. Also the ability to place pictures specifically where you need them. The template creator as a whole is very awkward and it is difficult to make a high quality document like you can within Word or Google Docs. I like many parts of Jobnimbus but the function to create document templates is very underdeveloped.

    30 votes

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    4 comments  ·  Templates  ·  Admin →
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  4. Option to show all documents in the activity feed

    We would like the option to have activities and documents combined so that they both show up in the activity feed.

    2 votes

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  5. PDF Editor

    I would love to have a built-in PDF editor so we can pull up our company documents and edit them within JobNimbus, then save a copy to the contact. We have explored NaturalForms and it doesn't fit exactly what we need. Maybe an integration with DocHub or something similar would work? Currently our guys are downloading the documents, filling them out then uploading the new copy to the appropriate contact, which is inefficient.

    25 votes

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    4 comments  ·  Documents  ·  Admin →
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  6. 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

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    0 comments  ·  Signatures  ·  Admin →
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  7. Update template fonts to match standard font sizes

    Currently, the font sizes in templates do not match standard font sizes. This can cause issues with laws for estimates/contracts needing to be a specific size to be legally binding.

    6 votes

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    0 comments  ·  Templates  ·  Admin →
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  8. Link documents in Job Nimbus to an external folder

    Please add full bi-directional integration of all documents and pictures with Google Drive, Dropbox, or Windows file structure at the job level. This would allow us to have a full backup of all job documents regardless where they reside without the requirement to constantly duplicate the data either there or in our company files.

    8 votes

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    1 comment  ·  Admin →
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  9. 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

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    0 comments  ·  Templates  ·  Admin →
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  10. 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

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    1 comment  ·  Templates  ·  Admin →
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  11. Grid layout for photos

    Currently the vertical layout works, but a photo grid would be much better.
    We tend to take about a hundred or more pictures just for inspections. This amount of pictures in the current vertical layout limits the amount of photos you can view at one time and artificially stretches the page.
    There seems to be well enough room for a grid layout if the information about the photo is limited to the file name uploader name and the date uploaded. If a description is entered, it should pop up when the picture is clicked on.

    This same organization would be…

    22 votes

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    Viewed  ·  0 comments  ·  Photos  ·  Admin →
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  12. Attach files in document to emails

    Allow documents stored here to be attached to emails to contacts. Currently they must be downloaded and then uploaded to be attached to an individual file.

    24 votes

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    Viewed  ·  2 comments  ·  Documents  ·  Admin →
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  13. Add company documents to customer documents

    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

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    Viewed  ·  1 comment  ·  Documents  ·  Admin →
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  14. The Ability To View a PDF as a PDF

    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

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    Viewed  ·  2 comments  ·  Documents  ·  Admin →
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  15. Able to delete multiple files in the attachments at one time

    Able to delete multiple files in the attachments at one time. Having to individually delete things is a horrible use of my time.

    15 votes

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  16. Rename Photos after upload

    Why can't I rename my photo attachments once it is in Nimbus

    12 votes

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    0 comments  ·  Photos  ·  Admin →
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  17. 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.

    7 votes

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  18. Select multiple photos and/or attachments to download (instead of just All)

    Instead of "Downloading All" you could Download just the Before Photos or Just the During Photos. Or be able to Select 10-20 Photos and Download just those photos. Right now is either one by one or all including all attachments. It would be nice to be able to separate your download by category.

    57 votes

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    Viewed  ·  0 comments  ·  Photos  ·  Admin →
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  19. Larger embedded photos in work order

    It is great and helpful that we are able to organize and attach photos automatically in the attached options but they photos are just to small. They are currently 5/8" x 1" 1/2 and would be great to get them closer to 1" 1/2 x 3" if possible or bigger. The idea is to at least fit two by each other side to side and will be followed below the sheet and if needed it will add another page for further picture attachments.

    18 votes

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    Viewed  ·  1 comment  ·  Photos  ·  Admin →
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  20. Save Checkbox State on Templates

    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

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    4 comments  ·  Documents  ·  Admin →
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