SumoQuote
87 results found
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Authorization page upgrade prices dependent on quote option picked
It would be beneficial if the price of an upgrade on the authorization page had the option to be linked to which quote the customer chose. That way, the estimate creator can have one upgrade option that works for multiple estimate options.
We bring this up after doing a roofing job where the customer had a side house, and every roofing material quote for the main roof also had an upgrade option for the side house. We chose to not use the upgrade option because it would have confused the customer if they had 3 of the same upgrade, but…
1 vote -
More than 3 quote options
In situations where a sales rep might offer a bunch of different quotes, which happens fairly often with complex jobs, it would be extremely nice to offer more than 3 options in one quote.
2 votes -
Option to remove supplier banner from quote details page
The supplier banner at the top of the quote details page should be dismissible. It really gets in the way on smaller laptop screens, and is frustrating when companies like us don't even use material ordering through JobNimbus.
1 vote -
NSE - Provide Override toggle in Profit Settings to apply a Default Margin on all Estimate items
Similar to a default margin for new ad-hoc items, have a toggle in Profit Settings that allows Estimates to bulk apply a specific default margin. When an Estimate loads for the first time, all items would have a default margin set, despite what is stored as a markup/price in Products & Services.
This is especially important for organizations that use the same margin for all items. This way if a business margin changes, we don't need to modify every single item's markup/price. We could just have a override setting in Profit Settings that always applies 40% margin to all items…1 vote -
Date Signed field should be completed
In legacy estimates there used to be a field called Date signed that was filled when the document was esigned, but that has been abandoned since the sumo quote integration. Now there is no way to expose the actual date that a job is sold. This is extremely frustrating and I have asked in a variety of different ways so I am spamming user voice in every related place. I am tired of making workarounds and exporting information to an external server so I can filter out my data. The field exists, just have sumo quote use the day's date…
1 vote -
When in the property measurements screen, there is no indication for which job you're working in. Suggestion to add job information at top
When in the property measurements screen, there is no indication for which job you're working in. Suggestion to add the job information at top of the screen for peace of mind.
1 vote -
Discounts with expiration dates
Add a discount that expires after a certain amount of time. E.G. discount that expires at midnight tonight.
3 votes -
Why is the unit of measure before the quantity?!
There is not a person on the planet that would purposely put - Install Singles SQ 100 - on an estimate or a Scope of Work….Yet that is what we are stuck with.. PLEASE CHANGE THIS…. Or just allow minor tweaks for layouts of things…
1 vote -
Remove or change the Bold “Description” title line in estimates.
It’s distracting and blends with the section titles. Feels like it’s there by accident. An looks even worse with multiple sections… Also, each section should be in a separate table, they blend into each other and almost defeats the whole purpose of creating a new section when the only thing separating them is the awkwardly bold “Description”..
Or just make the font weight and size customizable…
1 vote -
Inspection report converted to work order
When converting an estimate to a work order, it would be greatly beneficial if the inspection report with pictures, descriptions, and other details were pulled over to the work order. We have a situation where the customer sees a great presentation with very detailed information about what is going to be done, but then we have the crew seeing (work orders) the bare minimum of information.
1 vote -
Allow users to create product list with a dropdown menu
Allow users to create a dropdown menu to a product -
1 vote -
Add Multiple Emails (Non-Signers) for Quote Delivery
I help draw up and send quotes for our owners and some of our sales team from time to time, especially for new construction jobs. It gets sent from my email, which is fine, but it would be nice to be able to add their email address, so they get a copy also. Even if they are assigned to the job, only I get the email notice and copy of the sent contract, since I'm the one that physically hit the send button. We also work w/ a lot of realtors, builders, property managers, etc. It would be nice to…
3 votes -
Add Templates to Quote Options w/o Overriding Entire Quote
I want to be able to add a template as a quote option w/o overriding the entire quote. For example, if we want to quote multiple shingle lines instead of just one, I want to hit the plus sign and pull in the template for an additional shingle option. I don't want to have to create multiple layouts or templates for each type of quoting combo or have to default the layout to multiple options that have to be deleted the majority of the time when they're not needed. Someone else also mentioned being able to duplicate the info from…
1 vote -
"Save As Template" during estimate creation should NOT save templates at the company level
"Save As Template" should only save for each user with the ability for them to delete it as well, OR, it shouldn't be available for users who aren't admin.
Currently, the "Save As Template" option appears on multiple pages for each of our layouts making it too easy for people to accidently save a template and mess up what we want our employees to be able to access to create accurate estimates.
8 votes -
Be able to include template fields that pull in on a custom sales PDF page
It would be extremely useful to be able to use template fields on a sales PDF page in estimates.
4 votes -
The customization of products and services could really be improved. Right now your options are limited to name, description, and price.
Being able to make that product or service discountable or not (You don't want sales to be able to discount subs for instance). Whether it's taxable or not, what category it falls under, and having input for certain products (i.e. what size is it).
And most importantly, being able to attach material costs to a single line item. I am not a roofer, so we do things a bit differently.
3 votes -
Tokens
Pull siding, flat and steel tokens from hover rather than manual entry for 100% consistency. Some sales reps use wall openings plus windows, some use others. My calculations for waste are missing a lot when it is not catered to a consistent entry.
1 vote -
Estimate types or forced internal notes I can report on.
Estimate types or forced internal notes in template. I cannot figure out a good way to tie signatures to job type we sell multiple trades.
1 vote -
Tech Support
It is mind boggling to me - that we use this CRM - to convince our customer to buy from use - based on the estimates we create using this product. But when the estimator isn't working properly and you ask Tech Support for help - they schedule you a week out or more. For instance - I am using those measurement to calculate starter shingles - using this formula - and this is the estimate I receive - I have to wait until 12/12 and today is 12/4 to get assistance with this and other formula issuues I am…
1 vote -
Editing UM +Calculation
we need the abiltiy to edit the Unit of Measure - for instance I created a formula to calculate starter and used the LF as the UM - however on the products list that product is set up as a BD or BDL so the formula doesn't work - I tried to edit the UM on the formula created but it would not allow it. PLEASE give us the ability to edit the UM - just like we can edit the tokens and such. Thank you!!!
1 vote
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