SumoQuote
61 results found
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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.
11 votes -
Font Customization on the Estimate Page
I would like to be able to bold, add color, italicize, underline, and change size of the text on products; both in the name and description of the product. For a complex house more line items are required but I don't want multiple pages per estimate.
On the estimate page It would be awesome to change the design of the page to include the customers information. I feel very uncomfortable sending an estimate where on the actual estimate page doesn't include any identifying information.11 votes -
The ability to add multiple "Estimate Detail" pages within the same contract.
If we were able to add multiple "Estimate Detail" pages to the same contract, this would cover contractors that sell multiple job phases and not limited us to 3 options. Then using the existing ability to use the slider, to turn off certain estimate detail pages that would not apply.
4 votes -
High Volume Photo Share with Clients
While the SumoQuote system does have the ability to add photos to quotes on the inspection page, we need a way to handle high volumes of photos. Commercial jobs as well as insurance jobs can require lots of documentation. Hundreds of photos or more can be needed, but this causes issues with loading and with generating the PDF's. We need a method by which we can share larger volumes, either higher compression for PDF viability or some sort of link to cloud access.
4 votes -
"Direct Price Entry" – because it’s about entering the final negotiated job price directly without automatic cost adjustments.
I would like to request a feature that allows me to manually enter a straight price for a job when I negotiate a final amount with a client. Right now, I have to rely on the profit margin slider to either bring me up or down to the agreed price, which can unintentionally change my material and labor costs. The only other option is to create a separate line item for the agreed price, which is inefficient and clutters the estimate. I should be able to simply input the agreed total price directly, without it affecting my calculated material costs…
3 votes -
Reviewing estimate data
After an estimate is worked up and signed, if you click it you only have the ability to see the pdf version but not the quantities and price of each Item that is listed.. It is helpful for managers to be able to review the estimate and how it was worked up. If there is a way like the old job nimbus where you could click on it and not only see the PDF version but the data that built it out it would be very helpful.
4 votes -
Allow Admins to Build/Assign Personal Layouts for Team Members
Most of the reps in our company love the idea of having personalized quotes, but aren't familiar enough with SumoQuote to be able to effectively create them under the layouts section. I would love a way to be able to build my team layouts and assign them to singular reps.
2 votes -
NSE Estimate/Quote details page - Line item name from Product & Services shouldn't populate, or if it does, should be better.
When creating an estimate in the NSE using a product/item from JobNimbus Product & Services "library/catalog", the Product Name is pulled into the first line of the item field and put in-line with the actual first line of the Product description. This causes the first line to look jumbled on the finished estimate. Attached is a screenshot of when creating the estimate, and one of what the customer sees. If an estimate has any amount of scope of work description, this adds to the jumbled look of a page with white and gray lines. Page numbers and breaks is another…
8 votes -
Page Numbers on Estimates
Currently, Estimates do not show any page numbers on them. You can technically create custom sales PDFs, and manually put a page number on it, but it would be useless because not all estimates are the same number of pages. Depending on how you fill out the products/services portion and also the quantity of photos; our normal estimates can range from 20-40 pages.
Similarly, no photos are automatically labeled as "photo 1, 2, 3, etc.". We were a previous Leap and SalesPro customer, and they have the functionality to show both page numbers and photo numbers. See attached.
As you…
2 votes -
Enable the ability to delete the auto-contact info of the sales rep shown on the estimate cover page.
On the cover page of the proposal in the bottom left corner it automatically lists the email and phone number of the Sales Rep linked on JN. The issue is that this has been very confusing to the customer. It is just a random email and phone number listed right next to the customer's info, but shoved in the bottom left corner. See screenshot. How can we delete this feature?
I already have an introduction page about the inspector/sales rep built out on page 2 of my templates. Also, if we simply CAN'T remove that from the corner of the…
2 votes -
Using Sumo as a Contingency
It would be nice to be able to use the Sumo Quote as a contingency agreement, but be able to toggle the ($0.00) amount that shows on the estimate details page and or signing page. Makes things awkward when a contractor may not know how much insurance is paying on a job at that point.
It would also be really nice if you could set it up in modules. Contingency Module is connected to the Estimate, which unlocks once the Contingency is signed. That way everything stays connected. Therefore taking what Insurance has given for the job, entering that into…
4 votes -
I want to be able to delete products.
I have so many hidden products because we changed how we approached building estimates. They were never used on an estimate but now it is just always there (especially products that I had created labor+material but had to scrap when supplier products imported and I had to separate the labor). On the same subject, within a product I want to delete units (especially supplier imported products). I have several supplier imported products that came in with 4 units on it that are not unique (bx,box,bd) - all the same just the suppier looked to be covering their bases. I don't…
6 votes -
SUMOQUTE - ENABLING HYPERLINKS ON QUOTE PAGE & ADDING IMAGES TO EACH MATERIAL
This would be incredibly helpful:
Adding a toggle option to enable/disable hyperlinks for materials on the quote page (hyperlinks are already a feature in other sections of SumoQuote). This would allow us to turn on hyperlinks for the quote, and when viewing the PDF, users could click on an item to open its hyperlink, which could link to product specifications, brochures, installation videos, or manuals for production (we use a duplicate of the signed contract and modify it for production work orders).
Enabling images for each material, as seen in other quote/proposal software. Displaying an image of the item in…
2 votes -
Ability to Lock Specific Estimate Page Layouts from Salesmen Editing
Create a feature where the admin that created the estimate template can LOCK certain pages, so that a sales rep cannot edit them in the field (either by accident or on purpose). The best example would be the Home Improvement Contract/Terms and Conditions. I would never want my salesmen editing that.
2 votes -
Easier to use contract signing feature
Easily 1/2 of our customers get lost trying to sign the contracts from the emailed estimate. The PDF viewer misleads them that they should be signing it and the only way to sign is to click a non-descript blue button at the top right of the screen that is not obvious or easy to see that is labeled [Continue]
There should be a button that is always visible that says [click to sign] that maybe floats over the pdf viewer while scrolling through it instead of disappearing if they move down the viewer or email.
It is especially difficult and…
1 vote -
Customize size of columns for description, unit, qty, etc for both the proposal and the signing page.
The signing page is especially bad as the description gets smashed. Maybe putting the description text under all of them would allow it to spread out nicely and not increase the document length.
1 vote -
Estimate PDF file name default to job name
Currently, when viewing or downloading a PDF, the file name defaults to a long string of letters and numbers. This makes it difficult to quickly identify the file.
Proposed Enhancement:
Update the file naming convention so that the default file name uses the job display name. This will make downloaded files easier to organize and recognize. I think the way it was in sumo Quote was:{{companyname}} - {{Report typeName}}-{{Full_Address}}
Benefits:
Improves user experience
Makes file management more efficient
Reduces the risk of confusion when handling multiple files
1 vote -
"Pay in Full" Language on Customer's Signing Page
If financing is enabled on a sent estimate, on the Customer’s signing page they see a question, “How will you pay?” The options are “Pay in Full” and “Financing”. I think the "Pay in Full" language is limiting because you may offer 50% down/50% remainder or staggered payments. A better phrasing would be, “Do you want to use financing? Yes or no.” It accomplishes the same thing without confusing or misleading the customer’s payment terms if they don't want financing.
5 votes -
Email responses to quotes should come back into JobNimbus
The current response to emails generated by SumoQuote sends emails back to the sales reps email, as opposed to JobNimbus.
I think it would be better if those emails come back into JobNimbus so that our CRM has the full picture of the relationship and what is happening with the lead/opportunity.
15 votes -
Enhanced Customization for Roofing Estimate Reports: Background Images & Legacy Templates
It would be highly beneficial for JobNimbus to allow users to upload custom PDF pages or background images for each section of an estimate report (such as Inspection, Terms and Conditions, Comparison Page, etc.) while retaining full field functionality. The goal is to streamline the customization process without sacrificing the dynamic capabilities (e.g., entering inspection data, displaying comparison info) that exist in JobNimbus’s native report templates.
🔧 Current Pain Points:
- Uploading custom-designed PDFs (e.g. from Canva) is possible but does not allow field integration, so every customer version must be manually updated in a design tool, exported as a…1 vote
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