SumoQuote
43 results found
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Organizing Product Lists based on Type of service
Add a "trade" or "category" folder to the product list so that products can be organized by "roof", "repair", "masonry", "insulation", etc. This would help with searching for products and making the product list more manageable.
11 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.
9 votes -
Adding the Unit of Measure to the quote
The estimate shows the QTY but there is no unit of measure. The quantities are all different including SQ, LF, SF, Count, etc. The estimate just shows all the numbers with now unit of measurement.
9 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…
6 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
5 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.
5 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.
4 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.
4 votes -
Review Request Through SumoQuote
After a job is complete, a way to send a review request through SumoQuote.
4 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.
4 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…
3 votes -
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.
3 votes -
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.3 votes -
More customization on the estimate page.
I would like to be able to bold, add color, italicize, underline, and change size of the text on products; both in the name and description of the product. For a complex house more line items are required but I don't want multiple pages per estimate.
On the estimate page It would be awesome to change the design of the page to include the customers information. I feel very uncomfortable sending an estimate where on the actual estimate page doesn't include any identifying information.2 votes -
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?
2 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.
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 -
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 -
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 -
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.
2 votes
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