SumoQuote
31 results found
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Automatically Calculate Labor Overhead as a percentage of planned labor dollars
We have a percentage of overhead that we budget for based on every labor dollar to be paid out on a job. We'd like to be able to automatically add overhead to every labor dollar in our estimate. Similar to a sales tax for every material we purchase, we'd like to add a difference percentage to labor dollars.
1 vote -
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 -
SumoQuote - Default Legacy Estimate Templates
When SumoQuote brings an estimate into JobNimbus, there is no way for me to choose which default template it generates as and seems to be random. Can this be fixed in future updates?
1 vote -
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 -
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 -
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 -
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 -
Formatting Text Pages
It would be nice for the custom pages in NSE to be able to be easily formatted similar to word/docs. When moving content in, there is a lot of juggling spacing
4 votes -
Option to text quotes using Engage instead of or in conjunction with email
Can we have the option to text the quote (using Engage)? I know we can copy the link but that is clunky.
4 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.
5 votes -
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.
1 vote -
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.
2 votes -
Content Mapping between esigning page and orders
Would like the Comment section found on the esigning page to map over to material orders once in JobNimbus so that the production team doesn't have to go searching for notes on the PDF and add them manually to the order.
2 votes -
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 -
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 -
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.
2 votes -
1 vote
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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 -
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.2 votes -
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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