SumoQuote
68 results found
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Customize size of columns for description, unit, qty, etc for both the proposal and the signing page.
The signing page is especially bad as the description gets smashed. Maybe putting the description text under all of them would allow it to spread out nicely and not increase the document length.
2 votes -
Estimate PDF file name default to job name
Currently, when viewing or downloading a PDF, the file name defaults to a long string of letters and numbers. This makes it difficult to quickly identify the file.
Proposed Enhancement:
Update the file naming convention so that the default file name uses the job display name. This will make downloaded files easier to organize and recognize. I think the way it was in sumo Quote was:{{companyname}} - {{Report typeName}}-{{Full_Address}}
Benefits:
Improves user experience
Makes file management more efficient
Reduces the risk of confusion when handling multiple files
2 votes -
Remove the word "Description" which is located over the Section Titles in Estimate Details to DECLUTTER the page
The word "Description" being above each section title clutters the page and is unnecessary. The fact that the word "Description" is right below the previous section in the same shaded color of row (see image) makes it even more confusing. There needs to be a more obvious gap between sections. You may also consider putting the column headers on the same row as the section title.
Consider also making the font size for the section title a little bigger as well.2 votes -
SUMOQUTE - ENABLING HYPERLINKS ON QUOTE PAGE & ADDING IMAGES TO EACH MATERIAL
This would be incredibly helpful:
Adding a toggle option to enable/disable hyperlinks for materials on the quote page (hyperlinks are already a feature in other sections of SumoQuote). This would allow us to turn on hyperlinks for the quote, and when viewing the PDF, users could click on an item to open its hyperlink, which could link to product specifications, brochures, installation videos, or manuals for production (we use a duplicate of the signed contract and modify it for production work orders).
Enabling images for each material, as seen in other quote/proposal software. Displaying an image of the item in…
2 votes -
ALLOW DUPLICATE OF EXISTING MATERIAL ITEMS ON SUMOQUOTE
Creating an exact duplicate of a material while quote-building would significantly streamline the process of creating new materials that share many attributes with existing ones. For instance, if I have a complex formula for a material and need to create a nearly identical one with changes like supplier, brand, color, grade, or price, duplicating the existing material and modifying specific details such as description and price while retaining everything else, especially the formulas, would drastically reduce the time spent on creating variations from scratch.
Example: I have a starter black flashing in 26ga steel priced at \$1/foot with a lengthy…
2 votes -
Input payment schedule into estimate (contract)
Allow for payment schedule to be inputted into the estimate and allow it to transfer directly to the invoice. This would allow invoicing to be seamless through the process. This is especially important to insurance restoration. The “deposit” would be the deductible. It is critical that contractors can show the deductible paid as an individual transaction. In Texas, the insurance company will not release the withheld depreciation until proof of paid deductible is produced.
We need the functionality that allows us to break out more payments (not just by %).
2 votes -
Don't force the "Taxable Subtotal" to be displayed on the Quote Details. Instead, make it an option.
When a customer looks at the quote details page, they see:
- Quote Total
- Taxable Subtotal
- Tax
- Total
This is too much information that leads to confusion from the customer, and unnecessary phone calls or emails to attempt to explain why we have to list so much fluff.2 votes -
Auto-Populate All Related Contact Information in New Sales Experience for Signature Routing
In the current New Sales experience within JobNimbus, when adding signers for a document, only the Primary Contact’s Name and Email auto-populate for signature. However, other Related Contacts (e.g., co-owners, spouses, or additional decision-makers) that are already associated with the job or contact record are not available in the signer dropdown and must be manually searched, copied, and pasted.
Request:
Please enhance the signer selection functionality to include all Related Contacts attached to the job or contact record, allowing users to quickly select them when assigning signers for digital signatures.Why This Matters:
In many residential sales scenarios—especially in roofing…2 votes -
Need to round to a whole number
Being able to round to a whole number is huge. Have lost jobs because of this not being a feature.
2 votes -
SumoQuote - Editing the name on the Project only changes the name on the signature line and does not edit the name in fields in the estimate
Editing Projects- Would like the name fields in previously created projects to update when the Customers details are edited. It only populates the correct (new) name on the signature line.
2 votes -
Need any changes made in option 1 to transfer to the other options in the bid
If I have a estimate that has 3 options and I notice that I have the wrong number for rolls of felt I have to either change it in all options manually or go back and change my token entry and then start a new estimate. I would be great if I could edit option 1 and then option 2 and 3 mirrored the change.
2 votes -
A Toggle To Still Charge For But Easily Hide the Sales Tax Amount From Showing On The Estimate
We need to charge sales tax but it would be great if there was a toggle to show or not show that sales tax on estimates. We would like to just show the final total estimate number on the estimate. It presents well and homeowners and contractors alike prefer it.
I know there's work arounds but those just cause other problems.
2 votes -
Add Additional Markup or Discount
In the stand alone SumoQuote on the estimates detail page there was the option to "Add Additional Markup or Discount" That has been changed in the JobNimbus version to only be "Add Discount" The only way to adjust it is with the margin slider which alters every line item and is a pian to fix if you need to undo anything because you have to go back and individually fix each line item.
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 -
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 -
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 -
Enhanced Customization for Roofing Estimate Reports: Background Images & Legacy Templates
It would be highly beneficial for JobNimbus to allow users to upload custom PDF pages or background images for each section of an estimate report (such as Inspection, Terms and Conditions, Comparison Page, etc.) while retaining full field functionality. The goal is to streamline the customization process without sacrificing the dynamic capabilities (e.g., entering inspection data, displaying comparison info) that exist in JobNimbus’s native report templates.
🔧 Current Pain Points:
- Uploading custom-designed PDFs (e.g. from Canva) is possible but does not allow field integration, so every customer version must be manually updated in a design tool, exported as a…1 vote -
Add Labor option to supplier integrated materials.
I changed everything to separate Materials and Labor upon learning supplier integrated materials can't have labor attached. I liked only adding one product to get the material and labor added but the live pricing is more important than ease of use. Why not give us the ability to toggle an integrated material product to material and labor so we can get the best of both worlds.
1 vote
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