Please Improve Design and Layout for Estimates
Presentation is very important to closing deals and I believe JobNimbus has an incredible opportunity to become the undisputed king in the market-- so far, Roofr has the best proposal design in my opinion. There are very limited designs in SumoQuote and you can only select one template for the entire company across reports, estimates, repair estimates, etc.
Below I created a few designs that are clean and minimalist, similar to a Roofr proposal. I'm not a professional designer by any means but the SumoQuote layout just feels a little clunky compared to Roofr, although I will have to hand the flexibility to Sumo on things like financing or profit, override price, etc. Given the vast investments JobNimbus is making, this one would not take much time or investment (if I can make something like this in Canva, a professional can certainly do better) but the ratio of time and investment to the results yielded are massive.
If JobNimbus could get some more professional design layouts made that would finalize it as the best on market. It would also mean we can sell better in the field, making us more money and happier customers for JobNimbus, which in turn would add to the bottom line of JobNimbus in customer retention, and referrals.
Joe Becker
shared this idea
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Chad
commented
Roofr does have a more purposeful estimate layout, with one very nice feature of having a footer at the bottom of every page. The SumoQuote/New Sales Experience/End of 2026 Only Estimate Option Estimate doesn't have footers, page numbers, page break parameters, or consistency with "header" designs within the template itself. If you have much of a detailed scope of work at all, the next page may only have the dollar amount by itself, no header, no footer, no page number, etc. Maybe this doesn't matter for the fly-by-nights, new "companies", or randos but certainly isn't a polished professional end product. Never mind the cramped look of the scope of work desciption area and alternating shaded line item separation. I'm curious if the poster Joe Becker is still using JobNimbus?