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36 results found

1. Autosave Estimates

   7 votes

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   1 comment  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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   Kim Davis commented  ·  March 25, 2024  ·  Edit…  ·  Delete…

   Auto-save for Estimates. Once you start an Estimate - auto-save so work isn't lost.

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   Kim Davis supported this idea  ·  March 25, 2024

2. Bulk / Batch Edit Products & Services

   188 votes

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   34 comments  ·  Financials » Products & Services  ·  Delete…  ·  Admin →
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   Kim Davis supported this idea  ·  June 02, 2022

3. Attach PDF to footer of estimate

   5 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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4. Move Estimate from Contact to Job

   110 votes

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   Gathering Feedback  ·  23 comments  ·  Contacts & Jobs » Jobs  ·  Delete…  ·  Admin →
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5. Please create ability to insert page break.

   30 votes

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   4 comments  ·  Documents, Photos, Forms & Attachments » Templates  ·  Delete…  ·  Admin →
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   Kim Davis supported this idea  ·  May 23, 2022

6. Better organization for documents and photos

   17 votes

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   1 comment  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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   Kim Davis supported this idea  ·  May 23, 2022

7. Ability to create Google-style documents and spreadsheets

   6 votes

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   0 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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   Kim Davis supported this idea  ·  May 23, 2022

8. Organize attachments in order

   6 votes

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   0 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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   Kim Davis supported this idea  ·  May 23, 2022

9. Initials for Contracts

   37 votes

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   8 comments  ·  Documents, Photos, Forms & Attachments » Signatures  ·  Delete…  ·  Admin →
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   Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   Certainly something that we’ve discussed. At the moment we haven’t had too many requests for this, but I’m sure this would be a consideration for our template builder improvements in the future.

   Kim Davis supported this idea  ·  May 23, 2022

10. Ability to edit the default email that's sent for e-signing

    10 votes

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    0 comments  ·  Documents, Photos, Forms & Attachments » Signatures  ·  Delete…  ·  Admin →
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    Kim Davis supported this idea  ·  May 23, 2022

11. Attached documents while request signatures

    3 votes

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    0 comments  ·  Documents, Photos, Forms & Attachments » Signatures  ·  Delete…  ·  Admin →
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    Kim Davis supported this idea  ·  May 23, 2022

12. Document Status changes with signature status

    6 votes

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    0 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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    Kim Davis supported this idea  ·  May 23, 2022

13. Upload PDF in Photos Tab

    9 votes

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    Gathering Feedback  ·  0 comments  ·  Documents, Photos, Forms & Attachments » Photos  ·  Delete…  ·  Admin →
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    Kim Davis supported this idea  ·  May 23, 2022

14. Duplicate and/or Edit Documents

    5 votes

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    2 comments  ·  General  ·  Delete…  ·  Admin →
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    Kim Davis commented  ·  April 15, 2022  ·  Edit…  ·  Delete…

    When you send a document (e.g., contract) for signature and the customer wants to make changes or you find an error in the document, it would be nice to be able to either EDIT the unsigned document and resend or at a minimum duplicate the document so you don't have redo the entire document.

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    Kim Davis supported this idea  ·  April 15, 2022

15. Organize Documents

    8 votes

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    0 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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    Kim Davis supported this idea  ·  April 15, 2022

16. More edit options for documents

    6 votes

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    0 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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    Kim Davis supported this idea  ·  April 15, 2022

17. Folder creation from Job/contact documents

    7 votes

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    0 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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    Kim Davis supported this idea  ·  April 15, 2022

18. Customize expiration time frame for Estimate/Document Signature Requests

    32 votes

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    Started  ·  1 comment  ·  Documents, Photos, Forms & Attachments » Signatures  ·  Delete…  ·  Admin →
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    Kim Davis supported this idea  ·  April 14, 2022

19. Customize Document Status

    3 votes

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    0 comments  ·  Documents, Photos, Forms & Attachments  ·  Delete…  ·  Admin →
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    Kim Davis supported this idea  ·  April 14, 2022

20. Attach files in document to emails

    24 votes

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    Viewed  ·  2 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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    Kim Davis supported this idea  ·  April 14, 2022