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35 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  ·  Mar 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  ·  Mar 25, 2024

2. Import, Export, and Bulk Edit Products & Services

   208 votes

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   41 comments  ·  Financials » Products & Services  ·  Delete…  ·  Admin →
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   Kim Davis supported this idea  ·  Jun 2, 2022

3. Move Estimate from Contact to Job

   111 votes

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

   31 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

5. Better organization for documents and photos

   19 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

6. Ability to create Google-style documents and spreadsheets

   7 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

7. 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

8. Initials for Contracts

   42 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

9. 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

10. Attached documents while request signatures

    4 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. 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

12. Upload PDF in Photos Tab

    10 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

13. Be able to “Duplicate” or “Copy” a Document

    7 votes

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    3 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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    Kim Davis commented  ·  Apr 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  ·  Apr 15, 2022

14. Organize Documents

    11 votes

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

15. 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  ·  Apr 15, 2022

16. Folder creation from Job/contact 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  ·  Apr 15, 2022

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

    34 votes

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

18. 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  ·  Apr 14, 2022

19. 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  ·  Apr 14, 2022

20. Integrate Microsoft Word for Document Template Importing

    26 votes

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    6 comments  ·  Documents, Photos, Forms & Attachments » Templates  ·  Delete…  ·  Admin →
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    Kim Davis supported this idea  ·  Apr 14, 2022