SumoQuote
87 results found
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More than 3 quote options
In situations where a sales rep might offer a bunch of different quotes, which happens fairly often with complex jobs, it would be extremely nice to offer more than 3 options in one quote.
1 vote -
Option to remove supplier banner from quote details page
The supplier banner at the top of the quote details page should be dismissible. It really gets in the way on smaller laptop screens, and is frustrating when companies like us don't even use material ordering through JobNimbus.
1 vote -
NSE - Provide Override toggle in Profit Settings to apply a Default Margin on all Estimate items
Similar to a default margin for new ad-hoc items, have a toggle in Profit Settings that allows Estimates to bulk apply a specific default margin. When an Estimate loads for the first time, all items would have a default margin set, despite what is stored as a markup/price in Products & Services.
This is especially important for organizations that use the same margin for all items. This way if a business margin changes, we don't need to modify every single item's markup/price. We could just have a override setting in Profit Settings that always applies 40% margin to all items…1 vote -
Date Signed field should be completed
In legacy estimates there used to be a field called Date signed that was filled when the document was esigned, but that has been abandoned since the sumo quote integration. Now there is no way to expose the actual date that a job is sold. This is extremely frustrating and I have asked in a variety of different ways so I am spamming user voice in every related place. I am tired of making workarounds and exporting information to an external server so I can filter out my data. The field exists, just have sumo quote use the day's date…
1 vote -
When in the property measurements screen, there is no indication for which job you're working in. Suggestion to add job information at top
When in the property measurements screen, there is no indication for which job you're working in. Suggestion to add the job information at top of the screen for peace of mind.
1 vote -
Why is the unit of measure before the quantity?!
There is not a person on the planet that would purposely put - Install Singles SQ 100 - on an estimate or a Scope of Work….Yet that is what we are stuck with.. PLEASE CHANGE THIS…. Or just allow minor tweaks for layouts of things…
1 vote -
Remove or change the Bold “Description” title line in estimates.
It’s distracting and blends with the section titles. Feels like it’s there by accident. An looks even worse with multiple sections… Also, each section should be in a separate table, they blend into each other and almost defeats the whole purpose of creating a new section when the only thing separating them is the awkwardly bold “Description”..
Or just make the font weight and size customizable…
1 vote -
Inspection report converted to work order
When converting an estimate to a work order, it would be greatly beneficial if the inspection report with pictures, descriptions, and other details were pulled over to the work order. We have a situation where the customer sees a great presentation with very detailed information about what is going to be done, but then we have the crew seeing (work orders) the bare minimum of information.
1 vote -
Allow users to create product list with a dropdown menu
Allow users to create a dropdown menu to a product -
1 vote -
Add Templates to Quote Options w/o Overriding Entire Quote
I want to be able to add a template as a quote option w/o overriding the entire quote. For example, if we want to quote multiple shingle lines instead of just one, I want to hit the plus sign and pull in the template for an additional shingle option. I don't want to have to create multiple layouts or templates for each type of quoting combo or have to default the layout to multiple options that have to be deleted the majority of the time when they're not needed. Someone else also mentioned being able to duplicate the info from…
1 vote -
Tokens
Pull siding, flat and steel tokens from hover rather than manual entry for 100% consistency. Some sales reps use wall openings plus windows, some use others. My calculations for waste are missing a lot when it is not catered to a consistent entry.
1 vote -
Estimate types or forced internal notes I can report on.
Estimate types or forced internal notes in template. I cannot figure out a good way to tie signatures to job type we sell multiple trades.
1 vote -
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 -
For simple estimates, allow users a cleaner way to insert our legal language.
Currently, we have to put any legal language into the footer of a simple estimate, and that creates way too big of a risk of our sales reps either not putting in our legal language, or using outdated language. Plus, the quote looks incredibly ugly when you shove the legal language into the footer.
There should be a way for our administration team to add our legal language to ALL simple estimates, and not have it in the footer.
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 -
Automatically Calculate Labor Overhead as a percentage of planned labor dollars
We have a percentage of overhead that we budget for based on every labor dollar to be paid out on a job. We'd like to be able to automatically add overhead to every labor dollar in our estimate. Similar to a sales tax for every material we purchase, we'd like to add a difference percentage to labor dollars.
1 vote -
When creating a quote on the introduction page Customer name deleting when using "&"between the names
When creating an estimate on the introduction page, when there are two Customer first name's, it will delete both names if you used an "&" and only display customer last name. If you write out "and" it will display both first names and last name as intended. Seems like a small bug and is not crucial.
1 vote -
Mobile Browser - Project PDF not loading
I am using the mobile browser app on my iPhone 15 and I am getting an error when viewing the PDF
"This browser does not support inline PDFs. Please download the PDF to view it: Download PDF"
I don't want to download the PDF, the browser should just let me view the PDF without having to download.
1 vote -
1 vote
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