SumoQuote
63 results found
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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.
15 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 -
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
4 votes -
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 -
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…4 votes -
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.
2 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.1 vote -
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…
1 vote -
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 %).
1 vote -
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.
2 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.
5 votes -
Copy calculations with measurement tokens
Because any product/service is duplicated multiple times based on units and supplier integrations and many manufactures of similar products It would be great if I could nail a calculation and copy/paste it to other like products. Right now if I make a complicated equation, I can copy paste but it doesn't pick up the measurement token. I have to go in and replace the pasted text with the corresponding measurement token. It would be nice if it just recognized the tokens or even just made it easier to attach the correct token based on the text that is written (hover…
2 votes -
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.
8 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.
3 votes -
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
7 votes -
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.
2 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 -
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?
3 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
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