SumoQuote
52 results found
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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 -
Option to text quotes using Engage instead of or in conjunction with email
Can we have the option to text the quote (using Engage)? I know we can copy the link but that is clunky.
7 votes -
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 -
Company Rep Signature needs to be on Proposals
In the state of MD home improvement contracts require a signature from a licensed company representative. We aren't able to add that to the estimate layout within the settings so we have to manually add it and then sign it via email.
2 votes -
Need any changes made in option 1 to transfer to the other options in the bid
If I have a estimate that has 3 options and I notice that I have the wrong number for rolls of felt I have to either change it in all options manually or go back and change my token entry and then start a new estimate. I would be great if I could edit option 1 and then option 2 and 3 mirrored the change.
1 vote -
Customer sign off
When customers open an Estimate they are confused as how to pick the option they want and sign off. I think the NEXT button throws them off. Can it be labeled differently to make it more clear? Like "choose options and sign" or something. I think they are thinking that when they tap next that it signs it.
7 votes -
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 -
Add Additional Markup or Discount
In the stand alone SumoQuote on the estimates detail page there was the option to "Add Additional Markup or Discount" That has been changed in the JobNimbus version to only be "Add Discount" The only way to adjust it is with the margin slider which alters every line item and is a pian to fix if you need to undo anything because you have to go back and individually fix each line item.
1 vote -
SumoQuote - Default Legacy Estimate Templates
When SumoQuote brings an estimate into JobNimbus, there is no way for me to choose which default template it generates as and seems to be random. Can this be fixed in future updates?
2 votes -
Content Mapping between esigning page and orders
Would like the Comment section found on the esigning page to map over to material orders once in JobNimbus so that the production team doesn't have to go searching for notes on the PDF and add them manually to the order.
4 votes -
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 -
Mapping Company, Customer, Job Information on the Cover Sheet
SQ could map several pieces of information on the Cover Page of the quote.
There is a great deal of real estate on the various Cover Page Layouts.
It would be nice if we could place our company info, contact and or job information, or just some plain text onto the Cover Page. It could be accomplished through tokens or just plain text.3 votes -
Refine search results in SumoQuote
Refine search results: When searching for part of a name on the project page, the search returns no projects with the specific name. For example, when searching for the name "Nathan", all projects show up. But when using the address, or a different part of the name (last name "Lanham"), the search returns the correct project. Using " " does not assist in searching the correct project.
3 votes -
Review Request Through SumoQuote
After a job is complete, a way to send a review request through SumoQuote.
4 votes -
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 -
Integrate SumoQuote with GAF QuickMeasure
We would like the option to have SumoQuote integrate with GAF Quickmeasure. The reports cost half as much as EagleView Premium reports and they have the same tokens we use to build out the quotes from EagleView. This would save us a thousands of dollars to use QuickMeasure instead. I uploaded a sample file review
1 vote -
Sales person automatically added to authorization page as a signer
Within a layout, include a way to enable the sales person to be added as a signer automatically so that sales teams don't forget to add themselves to quotes when signing is required by state law.
3 votes -
NSE Estimate - Ability to edit without resending for signature
It would be nice to be able to send an estimate draft to a customer, ask them what option they like and if they want any other add-ons. Then send the estimate for a signature.
4 votes
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