SumoQuote
74 results found
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"Save As Template" during estimate creation should NOT save templates at the company level
"Save As Template" should only save for each user with the ability for them to delete it as well, OR, it shouldn't be available for users who aren't admin.
Currently, the "Save As Template" option appears on multiple pages for each of our layouts making it too easy for people to accidently save a template and mess up what we want our employees to be able to access to create accurate estimates.
5 votes -
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…
4 votes -
"Direct Price Entry" – because it’s about entering the final negotiated job price directly without automatic cost adjustments.
I would like to request a feature that allows me to manually enter a straight price for a job when I negotiate a final amount with a client. Right now, I have to rely on the profit margin slider to either bring me up or down to the agreed price, which can unintentionally change my material and labor costs. The only other option is to create a separate line item for the agreed price, which is inefficient and clutters the estimate. I should be able to simply input the agreed total price directly, without it affecting my calculated material costs…
5 votes -
Allow Admins to Build/Assign Personal Layouts for Team Members
Most of the reps in our company love the idea of having personalized quotes, but aren't familiar enough with SumoQuote to be able to effectively create them under the layouts section. I would love a way to be able to build my team layouts and assign them to singular reps.
5 votes -
Be able to include template fields that pull in on a custom sales PDF page
It would be extremely useful to be able to use template fields on a sales PDF page in estimates.
2 votes -
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.
12 votes -
Labor and materials that came from SumoQuote into Job Nimbus are all wrong - labor is listed as materials, materials are listed as labor & m
Labor and materials that came from SumoQuote into Job Nimbus are all wrong - labor is listed as materials, materials are listed as labor & materials. I have a project with a labor cost of over $2k, the system is saying my labor breakdown is $112.50 because my labor is coded as material. It was all correct in SumoQuote before our data was moved.
2 votes -
Linking vs COPYING
Instead of linking option 1 to option 2 - why not allow user to copy option 1 to option 2 - this way the user can replace a component with another - while still keeping the quantities of all the other components intact -
2 votes -
High Volume Photo Share with Clients
While the SumoQuote system does have the ability to add photos to quotes on the inspection page, we need a way to handle high volumes of photos. Commercial jobs as well as insurance jobs can require lots of documentation. Hundreds of photos or more can be needed, but this causes issues with loading and with generating the PDF's. We need a method by which we can share larger volumes, either higher compression for PDF viability or some sort of link to cloud access.
6 votes -
Ability to Lock Specific Estimate Page Layouts from Salesmen Editing
Create a feature where the admin that created the estimate template can LOCK certain pages, so that a sales rep cannot edit them in the field (either by accident or on purpose). The best example would be the Home Improvement Contract/Terms and Conditions. I would never want my salesmen editing that.
6 votes -
Personal and Account Estimate Templates
In SQ, our team used to be able to generate their own templates and manage those outside of the company templates. That was removed with the new estimating and our team has to create custom templates with their initials to know the difference and it makes navigating estimates much more difficult
3 votes -
Redundancy with Line Item Totals
Estimate subtotal, total, adjusted total is all redundant. Are we able to remove the option for adjusted subtotal or subtotal when no tax is applied?
3 votes -
Automatically pull in proper tax rate based on zip code.
We would like the tax to be automatically calculated on based on the zip code, just as QuickBooks does.
2 votes -
custom csv headers for external measurement integrations - advanced measurement token mapping,
it would be incredible if under the estimate settings page, under tokens, user-created token fields came with the ability to include naming convention mapping for the headers on the source CSV file.
i discovered that a roofr report can be imitated, because the only data that is being validated are the pre-saved CSV headers from the roofr report.
this would also make it so hover and eagleview reports could be parsed even if the integration isn't enabled/no valid account (if this is why we dont have the capability now, tell the c-suite to collectively eat a d*ck)
more importantly, this…
2 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.
5 votes -
The customization of products and services could really be improved. Right now your options are limited to name, description, and price.
Being able to make that product or service discountable or not (You don't want sales to be able to discount subs for instance). Whether it's taxable or not, what category it falls under, and having input for certain products (i.e. what size is it).
And most importantly, being able to attach material costs to a single line item. I am not a roofer, so we do things a bit differently.
1 vote -
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
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