SumoQuote
68 results found
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The discount feature doesnt seem to work
Adding a discount in the estimate with a negative number does not appear to be reflected in the total price at the bottom. The description of the discount is added about the price, but the discount amount won't populate.
1 vote -
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 -
1 vote
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Label the Order with the name already used as the "Order Type"
When creating an order from an order layout, have the "Order type" name already in the order layout used as the order name. This would be far more efficient instead of having to manually rename every order - since we've already put this information into SumoQuote.
Much like how the report layouts show the "Report Type" from the title page on the report card - you only have to name this once.
1 vote -
Review Request Through SumoQuote
After a job is complete, a way to send a review request through SumoQuote.
4 votes -
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.
4 votes -
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…
3 votes -
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.
5 votes
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