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SumoQuote

43 results found

  1. Customer sign off

    When customers open an Estimate they are confused as how to pick the option they want and sign off. I think the NEXT button throws them off. Can it be labeled differently to make it more clear? Like "choose options and sign" or something. I think they are thinking that when they tap next that it signs it.

    4 votes

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  2. Company Rep Signature needs to be on Proposals

    In the state of MD home improvement contracts require a signature from a licensed company representative. We aren't able to add that to the estimate layout within the settings so we have to manually add it and then sign it via email.

    1 vote

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  3. Mapping Company, Customer, Job Information on the Cover Sheet

    SQ could map several pieces of information on the Cover Page of the quote.
    There is a great deal of real estate on the various Cover Page Layouts.
    It would be nice if we could place our company info, contact and or job information, or just some plain text onto the Cover Page. It could be accomplished through tokens or just plain text.

    3 votes

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  4. Refine search results in SumoQuote

    Refine search results: When searching for part of a name on the project page, the search returns no projects with the specific name. For example, when searching for the name "Nathan", all projects show up. But when using the address, or a different part of the name (last name "Lanham"), the search returns the correct project. Using " " does not assist in searching the correct project.

    3 votes

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  5. Review Request Through SumoQuote

    After a job is complete, a way to send a review request through SumoQuote.

    4 votes

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  6. Negative number on line item returns "NaN" if you start with "-"

    Negative number on line item returns "NaN" if you start with "-". This can be circumvented if you write your number first, then add the negative sign to the beginning of the number after the fact but is still a bit of an annoyance. We are putting our discounts in the items because the estimate does not properly convert discounts to invoices and to quickbooks.

    1 vote

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  7. When creating a quote on the introduction page Customer name deleting when using "&"between the names

    When creating an estimate on the introduction page, when there are two Customer first name's, it will delete both names if you used an "&" and only display customer last name. If you write out "and" it will display both first names and last name as intended. Seems like a small bug and is not crucial.

    1 vote

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  8. Integrate SumoQuote with GAF QuickMeasure

    We would like the option to have SumoQuote integrate with GAF Quickmeasure. The reports cost half as much as EagleView Premium reports and they have the same tokens we use to build out the quotes from EagleView. This would save us a thousands of dollars to use QuickMeasure instead. I uploaded a sample file review

    1 vote

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  9. NSE Estimate - Ability to edit without resending for signature

    It would be nice to be able to send an estimate draft to a customer, ask them what option they like and if they want any other add-ons. Then send the estimate for a signature.

    4 votes

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  10. Mobile Browser - Project PDF not loading

    I am using the mobile browser app on my iPhone 15 and I am getting an error when viewing the PDF

    "This browser does not support inline PDFs. Please download the PDF to view it: Download PDF"

    I don't want to download the PDF, the browser should just let me view the PDF without having to download.

    1 vote

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  11. Margin slider stays stable when editing prices on items

    When editing items in SumoQuote the margin slider sometimes moves on it’s own to adjust. We want it to always stay constant, or at least have an option for that.

    2 votes

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  12. Sales person automatically added to authorization page as a signer

    Within a layout, include a way to enable the sales person to be added as a signer automatically so that sales teams don't forget to add themselves to quotes when signing is required by state law.

    2 votes

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  13. Character Limit warning on quote details line items

    Update error message when Quote details page line items exceed the line item character limit (4004). Or create a character limit warning on the line item itself to indicate when a user has too many characters and the PDF won't generate.

    2 votes

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  14. Manual Financing Options recorded on signed quote PDF

    When a manual financing option is selected on a quote, have the financing option recorded on the PDF for the homeowner and office personnel to reference quickly. Also have a financing email sent when financing is selected (on a manual financing entry) to notify office staff to check for financing.

    2 votes

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  15. Adding an internal notes section to a quote.

    Customer requested the ability to record notes on a per quote basis that were stored within SumoQuote but only visible internally for contractor use.

    2 votes

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  16. CRITICAL FEATURE: Cash Discounts - (discounts that only apply to certain payment options)

    We are thrilled to see that SumoQuote is making it easier to showcase financing options and payment amounts. However, most contractors who offer financing also offer a cash discount. This is a critical feature for us.

    Dealer fees are expensive so we build it into our markup, but we offer a lower cost if the customer chooses a self-pay option rather than financing. It would be great if we could add discounts that are only available for specific payment options. For example, 10% off but only if you choose to pay-in-full.

    Bonus points: Discounts based on deposit amount would also…

    2 votes

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  17. Toggle between estimate & quote wording

    It would be beneficial to be able to set a toggle with the initial estimate setup to use the correct wording. We can only supply estimates on work, not quotes. That would be awesome if there were a toggle to change the wording between the two.

    1 vote

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  18. 1 vote

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  19. Section options on Authorization page

    Allowing sections on the Authorization page in addition to adding line items would allow for more flexibility in providing a good/better/best roofing quote on the quote details page, and including a more complex optional upgrade such as a gutter system. This would then allow users to include the parts that would be necessary to include on a material order. Showing section totals would also be helpful on a more complex optional upgrade.

    In other words, create a section that could be selected as a whole with multiple line items instead of only being able to select a single line item.

    1 vote

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  20. New Project Status for Completed and Archived projects

    Create a "completed" status that would archive a project so that it didn't show up on the project home page or come back as a search result. Being able to archive lost projects would also help clean up searches and the project page.

    1 vote

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