SumoQuote
76 results found
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Force every single quote/layout to have the same legal language, especially simple estimates
There should be a way on every single SumoQuote estimate to force the quote to have a section with the companies specific legal language, and allow it to be editable by admins only. Legal language is usually very specific, and the company needs to be sure every representative is using the most recent version. I don't think it's wise to let every single employee edit the legal language, or have the option to delete it.
Currently, we have the ability to upload a legal page to estimate layouts, but there's no way to force a user to add it to…
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estimate, and that creates way too big of a risk of our sales reps either not putting in our legal language, or using outdated language.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 -
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 -
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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New Project Status for Completed and Archived projects
Create a "completed" status that would archive a project so that it didn't show up on the project home page or come back as a search result. Being able to archive lost projects would also help clean up searches and the project page.
1 vote -
The discount feature doesnt seem to work
Adding a discount in the estimate with a negative number does not appear to be reflected in the total price at the bottom. The description of the discount is added about the price, but the discount amount won't populate.
1 vote -
1 vote
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Label the Order with the name already used as the "Order Type"
When creating an order from an order layout, have the "Order type" name already in the order layout used as the order name. This would be far more efficient instead of having to manually rename every order - since we've already put this information into SumoQuote.
Much like how the report layouts show the "Report Type" from the title page on the report card - you only have to name this once.
1 vote
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