SumoQuote
50 results found
-
NSE - Product Selection on the authorization page
Put a section in the "signing and upgrades" section to add color selections like it is in SumoQuote. This makes it very simple and straight forward for customers to indicate their product selections.
7 votes -
NSE Estimate/Quote details page - Line item name from Product & Services shouldn't populate, or if it does, should be better.
When creating an estimate in the NSE using a product/item from JobNimbus Product & Services "library/catalog", the Product Name is pulled into the first line of the item field and put in-line with the actual first line of the Product description. This causes the first line to look jumbled on the finished estimate. Attached is a screenshot of when creating the estimate, and one of what the customer sees. If an estimate has any amount of scope of work description, this adds to the jumbled look of a page with white and gray lines. Page numbers and breaks is another…
6 votes -
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…
3 votes -
I want to be able to delete products.
I have so many hidden products because we changed how we approached building estimates. They were never used on an estimate but now it is just always there (especially products that I had created labor+material but had to scrap when supplier products imported and I had to separate the labor). On the same subject, within a product I want to delete units (especially supplier imported products). I have several supplier imported products that came in with 4 units on it that are not unique (bx,box,bd) - all the same just the suppier looked to be covering their bases. I don't…
5 votes -
Email responses to quotes should come back into JobNimbus
The current response to emails generated by SumoQuote sends emails back to the sales reps email, as opposed to JobNimbus.
I think it would be better if those emails come back into JobNimbus so that our CRM has the full picture of the relationship and what is happening with the lead/opportunity.
13 votes -
More customization on the estimate page.
I would like to be able to bold, add color, italicize, underline, and change size of the text on products; both in the name and description of the product. For a complex house more line items are required but I don't want multiple pages per estimate.
On the estimate page It would be awesome to change the design of the page to include the customers information. I feel very uncomfortable sending an estimate where on the actual estimate page doesn't include any identifying information.4 votes -
Need to be able to round the total to even number or a number that ends in 99, 95, or 00
it would be great if we could round the total amount to a whole number and zero out the cents
3 votes -
"Pay in Full" Language on Customer's Signing Page
If financing is enabled on a sent estimate, on the Customer’s signing page they see a question, “How will you pay?” The options are “Pay in Full” and “Financing”. I think the "Pay in Full" language is limiting because you may offer 50% down/50% remainder or staggered payments. A better phrasing would be, “Do you want to use financing? Yes or no.” It accomplishes the same thing without confusing or misleading the customer’s payment terms if they don't want financing.
3 votes -
Upgrades based on live pricing
An upgrade in my definition is a substitution of one product for another (better or equivalent). I want to base an upgrade on live material pricing. I.e Upgrade Malarkey Highlander to Malarkey Vista. An upgrade product should let me link this product to Malarkey Highlander and Malarkey Vista and make the value the difference between the two products.
Right now, the "Better" option that shows the Malarkey Vista upgrade just adds Malarkey Vista but doesn't subtract Malarkey Highlander which is on the "Good" base contract. This makes the upgrade to Malarkey Vista 10x higher than it should be. Great profit…3 votes -
Reviewing estimate data
After an estimate is worked up and signed, if you click it you only have the ability to see the pdf version but not the quantities and price of each Item that is listed.. It is helpful for managers to be able to review the estimate and how it was worked up. If there is a way like the old job nimbus where you could click on it and not only see the PDF version but the data that built it out it would be very helpful.
1 vote -
Add more quote tabs in the Quote Details
It would be really great to have more than 3 quote tabs in the Quote Details. It limits us to provide more options to the customer and forces us to use multiple reports
1 vote -
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.1 vote -
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…1 vote -
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.
1 vote -
Adding the Unit of Measure to the quote
The estimate shows the QTY but there is no unit of measure. The quantities are all different including SQ, LF, SF, Count, etc. The estimate just shows all the numbers with now unit of measurement.
12 votes -
Organizing Product Lists based on Type of service
Add a "trade" or "category" folder to the product list so that products can be organized by "roof", "repair", "masonry", "insulation", etc. This would help with searching for products and making the product list more manageable.
13 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.
1 vote -
Negative number on line item returns "NaN" if you start with "-"
Negative number on line item returns "NaN" if you start with "-". This can be circumvented if you write your number first, then add the negative sign to the beginning of the number after the fact but is still a bit of an annoyance. We are putting our discounts in the items because the estimate does not properly convert discounts to invoices and to quickbooks.
3 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.
1 vote -
Formatting Text Pages
It would be nice for the custom pages in NSE to be able to be easily formatted similar to word/docs. When moving content in, there is a lot of juggling spacing
6 votes
- Don't see your idea?