SumoQuote
74 results found
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Using Sumo as a Contingency
It would be nice to be able to use the Sumo Quote as a contingency agreement, but be able to toggle the ($0.00) amount that shows on the estimate details page and or signing page. Makes things awkward when a contractor may not know how much insurance is paying on a job at that point.
It would also be really nice if you could set it up in modules. Contingency Module is connected to the Estimate, which unlocks once the Contingency is signed. That way everything stays connected. Therefore taking what Insurance has given for the job, entering that into…
4 votes -
Copy calculations with measurement tokens
Because any product/service is duplicated multiple times based on units and supplier integrations and many manufactures of similar products It would be great if I could nail a calculation and copy/paste it to other like products. Right now if I make a complicated equation, I can copy paste but it doesn't pick up the measurement token. I have to go in and replace the pasted text with the corresponding measurement token. It would be nice if it just recognized the tokens or even just made it easier to attach the correct token based on the text that is written (hover…
4 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 -
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.4 votes -
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 -
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
3 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 -
Company Rep Signature needs to be on Proposals
In the state of MD home improvement contracts require a signature from a licensed company representative. We aren't able to add that to the estimate layout within the settings so we have to manually add it and then sign it via email.
3 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?
3 votes -
Integrate SumoQuote with GAF QuickMeasure
We would like the option to have SumoQuote integrate with GAF Quickmeasure. The reports cost half as much as EagleView Premium reports and they have the same tokens we use to build out the quotes from EagleView. This would save us a thousands of dollars to use QuickMeasure instead. I uploaded a sample file review
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 -
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.
3 votes -
Toggle between estimate & quote wording
It would be beneficial to be able to set a toggle with the initial estimate setup to use the correct wording. We can only supply estimates on work, not quotes. That would be awesome if there were a toggle to change the wording between the two.
3 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 -
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 -
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 -
2 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
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