SumoQuote
74 results found
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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estimate, and that creates way too big of a risk of our sales reps either not putting in our legal language, or using outdated language.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 -
Enable the ability to delete the auto-contact info of the sales rep shown on the estimate cover page.
On the cover page of the proposal in the bottom left corner it automatically lists the email and phone number of the Sales Rep linked on JN. The issue is that this has been very confusing to the customer. It is just a random email and phone number listed right next to the customer's info, but shoved in the bottom left corner. See screenshot. How can we delete this feature?
I already have an introduction page about the inspector/sales rep built out on page 2 of my templates. Also, if we simply CAN'T remove that from the corner of the…
3 votes -
Easier to use contract signing feature
Easily 1/2 of our customers get lost trying to sign the contracts from the emailed estimate. The PDF viewer misleads them that they should be signing it and the only way to sign is to click a non-descript blue button at the top right of the screen that is not obvious or easy to see that is labeled [Continue]
There should be a button that is always visible that says [click to sign] that maybe floats over the pdf viewer while scrolling through it instead of disappearing if they move down the viewer or email.
It is especially difficult and…
2 votes -
Customize size of columns for description, unit, qty, etc for both the proposal and the signing page.
The signing page is especially bad as the description gets smashed. Maybe putting the description text under all of them would allow it to spread out nicely and not increase the document length.
2 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…
9 votes -
Estimate PDF file name default to job name
Currently, when viewing or downloading a PDF, the file name defaults to a long string of letters and numbers. This makes it difficult to quickly identify the file.
Proposed Enhancement:
Update the file naming convention so that the default file name uses the job display name. This will make downloaded files easier to organize and recognize. I think the way it was in sumo Quote was:{{companyname}} - {{Report typeName}}-{{Full_Address}}
Benefits:
Improves user experience
Makes file management more efficient
Reduces the risk of confusion when handling multiple files
2 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.
7 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…
4 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.
19 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…5 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…
6 votes -
Remove the word "Description" which is located over the Section Titles in Estimate Details to DECLUTTER the page
The word "Description" being above each section title clutters the page and is unnecessary. The fact that the word "Description" is right below the previous section in the same shaded color of row (see image) makes it even more confusing. There needs to be a more obvious gap between sections. You may also consider putting the column headers on the same row as the section title.
Consider also making the font size for the section title a little bigger as well.2 votes -
SUMOQUTE - ENABLING HYPERLINKS ON QUOTE PAGE & ADDING IMAGES TO EACH MATERIAL
This would be incredibly helpful:
Adding a toggle option to enable/disable hyperlinks for materials on the quote page (hyperlinks are already a feature in other sections of SumoQuote). This would allow us to turn on hyperlinks for the quote, and when viewing the PDF, users could click on an item to open its hyperlink, which could link to product specifications, brochures, installation videos, or manuals for production (we use a duplicate of the signed contract and modify it for production work orders).
Enabling images for each material, as seen in other quote/proposal software. Displaying an image of the item in…
2 votes -
ALLOW DUPLICATE OF EXISTING MATERIAL ITEMS ON SUMOQUOTE
Creating an exact duplicate of a material while quote-building would significantly streamline the process of creating new materials that share many attributes with existing ones. For instance, if I have a complex formula for a material and need to create a nearly identical one with changes like supplier, brand, color, grade, or price, duplicating the existing material and modifying specific details such as description and price while retaining everything else, especially the formulas, would drastically reduce the time spent on creating variations from scratch.
Example: I have a starter black flashing in 26ga steel priced at \$1/foot with a lengthy…
2 votes -
Input payment schedule into estimate (contract)
Allow for payment schedule to be inputted into the estimate and allow it to transfer directly to the invoice. This would allow invoicing to be seamless through the process. This is especially important to insurance restoration. The “deposit” would be the deductible. It is critical that contractors can show the deductible paid as an individual transaction. In Texas, the insurance company will not release the withheld depreciation until proof of paid deductible is produced.
We need the functionality that allows us to break out more payments (not just by %).
2 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
5 votes -
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 -
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.2 votes -
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…2 votes
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