SumoQuote
76 results found
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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…
1 vote -
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.
7 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.
2 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.
1 vote -
Force every single quote/layout to have the same legal language, especially simple estimates
There should be a way on every single SumoQuote estimate to force the quote to have a section with the companies specific legal language, and allow it to be editable by admins only. Legal language is usually very specific, and the company needs to be sure every representative is using the most recent version. I don't think it's wise to let every single employee edit the legal language, or have the option to delete it.
Currently, we have the ability to upload a legal page to estimate layouts, but there's no way to force a user to add it to…
1 vote -
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 -
For simple estimates, allow users a cleaner way to insert our legal language.
Currently, we have to put any legal language into the footer of a simple estimate, and that creates way too big of a risk of our sales reps either not putting in our legal language, or using outdated language. Plus, the quote looks incredibly ugly when you shove the legal language into the footer.
There should be a way for our administration team to add our legal language to ALL simple estimates, and not have it in the footer.
1 vote -
Labor and materials that came from SumoQuote into Job Nimbus are all wrong - labor is listed as materials, materials are listed as labor & m
Labor and materials that came from SumoQuote into Job Nimbus are all wrong - labor is listed as materials, materials are listed as labor & materials. I have a project with a labor cost of over $2k, the system is saying my labor breakdown is $112.50 because my labor is coded as material. It was all correct in SumoQuote before our data was moved.
2 votes -
Linking vs COPYING
Instead of linking option 1 to option 2 - why not allow user to copy option 1 to option 2 - this way the user can replace a component with another - while still keeping the quantities of all the other components intact -
3 votes -
Please Improve Design and Layout for Estimates
Presentation is very important to closing deals and I believe JobNimbus has an incredible opportunity to become the undisputed king in the market-- so far, Roofr has the best proposal design in my opinion. There are very limited designs in SumoQuote and you can only select one template for the entire company across reports, estimates, repair estimates, etc.
Below I created a few designs that are clean and minimalist, similar to a Roofr proposal. I'm not a professional designer by any means but the SumoQuote layout just feels a little clunky compared to Roofr, although I will have to hand…
4 votes -
Automatically pull in proper tax rate based on zip code.
We would like the tax to be automatically calculated on based on the zip code, just as QuickBooks does.
2 votes -
custom csv headers for external measurement integrations - advanced measurement token mapping,
it would be incredible if under the estimate settings page, under tokens, user-created token fields came with the ability to include naming convention mapping for the headers on the source CSV file.
i discovered that a roofr report can be imitated, because the only data that is being validated are the pre-saved CSV headers from the roofr report.
this would also make it so hover and eagleview reports could be parsed even if the integration isn't enabled/no valid account (if this is why we dont have the capability now, tell the c-suite to collectively eat a d*ck)
more importantly, this…
2 votes -
Personal and Account Estimate Templates
In SQ, our team used to be able to generate their own templates and manage those outside of the company templates. That was removed with the new estimating and our team has to create custom templates with their initials to know the difference and it makes navigating estimates much more difficult
4 votes -
Redundancy with Line Item Totals
Estimate subtotal, total, adjusted total is all redundant. Are we able to remove the option for adjusted subtotal or subtotal when no tax is applied?
3 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.
5 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…
2 votes
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