SumoQuote
74 results found
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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.
19 votes -
NSE - Product Selection on the authorization page
Put a section in the "signing and upgrades" section to add color selections like it is in SumoQuote. This makes it very simple and straight forward for customers to indicate their product selections.
12 votes -
NSE Estimate/Quote details page - Line item name from Product & Services shouldn't populate, or if it does, should be better.
When creating an estimate in the NSE using a product/item from JobNimbus Product & Services "library/catalog", the Product Name is pulled into the first line of the item field and put in-line with the actual first line of the Product description. This causes the first line to look jumbled on the finished estimate. Attached is a screenshot of when creating the estimate, and one of what the customer sees. If an estimate has any amount of scope of work description, this adds to the jumbled look of a page with white and gray lines. Page numbers and breaks is another…
9 votes -
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
8 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.
8 votes -
"Pay in Full" Language on Customer's Signing Page
If financing is enabled on a sent estimate, on the Customer’s signing page they see a question, “How will you pay?” The options are “Pay in Full” and “Financing”. I think the "Pay in Full" language is limiting because you may offer 50% down/50% remainder or staggered payments. A better phrasing would be, “Do you want to use financing? Yes or no.” It accomplishes the same thing without confusing or misleading the customer’s payment terms if they don't want financing.
7 votes -
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.
7 votes -
High Volume Photo Share with Clients
While the SumoQuote system does have the ability to add photos to quotes on the inspection page, we need a way to handle high volumes of photos. Commercial jobs as well as insurance jobs can require lots of documentation. Hundreds of photos or more can be needed, but this causes issues with loading and with generating the PDF's. We need a method by which we can share larger volumes, either higher compression for PDF viability or some sort of link to cloud access.
6 votes -
Ability to Lock Specific Estimate Page Layouts from Salesmen Editing
Create a feature where the admin that created the estimate template can LOCK certain pages, so that a sales rep cannot edit them in the field (either by accident or on purpose). The best example would be the Home Improvement Contract/Terms and Conditions. I would never want my salesmen editing that.
6 votes -
I want to be able to delete products.
I have so many hidden products because we changed how we approached building estimates. They were never used on an estimate but now it is just always there (especially products that I had created labor+material but had to scrap when supplier products imported and I had to separate the labor). On the same subject, within a product I want to delete units (especially supplier imported products). I have several supplier imported products that came in with 4 units on it that are not unique (bx,box,bd) - all the same just the suppier looked to be covering their bases. I don't…
6 votes -
"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.
5 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 -
"Direct Price Entry" – because it’s about entering the final negotiated job price directly without automatic cost adjustments.
I would like to request a feature that allows me to manually enter a straight price for a job when I negotiate a final amount with a client. Right now, I have to rely on the profit margin slider to either bring me up or down to the agreed price, which can unintentionally change my material and labor costs. The only other option is to create a separate line item for the agreed price, which is inefficient and clutters the estimate. I should be able to simply input the agreed total price directly, without it affecting my calculated material costs…
5 votes -
Reviewing estimate data
After an estimate is worked up and signed, if you click it you only have the ability to see the pdf version but not the quantities and price of each Item that is listed.. It is helpful for managers to be able to review the estimate and how it was worked up. If there is a way like the old job nimbus where you could click on it and not only see the PDF version but the data that built it out it would be very helpful.
5 votes -
Need to be able to round the total to even number or a number that ends in 99, 95, or 00
it would be great if we could round the total amount to a whole number and zero out the cents
5 votes -
Upgrades based on live pricing
An upgrade in my definition is a substitution of one product for another (better or equivalent). I want to base an upgrade on live material pricing. I.e Upgrade Malarkey Highlander to Malarkey Vista. An upgrade product should let me link this product to Malarkey Highlander and Malarkey Vista and make the value the difference between the two products.
Right now, the "Better" option that shows the Malarkey Vista upgrade just adds Malarkey Vista but doesn't subtract Malarkey Highlander which is on the "Good" base contract. This makes the upgrade to Malarkey Vista 10x higher than it should be. Great profit…5 votes -
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.
5 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 -
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 -
Enable the ability to delete the auto-contact info of the sales rep shown on the estimate cover page.
On the cover page of the proposal in the bottom left corner it automatically lists the email and phone number of the Sales Rep linked on JN. The issue is that this has been very confusing to the customer. It is just a random email and phone number listed right next to the customer's info, but shoved in the bottom left corner. See screenshot. How can we delete this feature?
I already have an introduction page about the inspector/sales rep built out on page 2 of my templates. Also, if we simply CAN'T remove that from the corner of the…
4 votes
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