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JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

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Joshua Munoz

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6 results found

  1. Downloadable Forms

    6 votes

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    1 comment  ·  Documents, Photos, Forms & Attachments » Forms  ·  Admin →
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    Joshua Munoz supported this idea  · 

  2. Forms Cover Page

    11 votes

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    1 comment  ·  Documents, Photos, Forms & Attachments » Forms  ·  Admin →
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    Joshua Munoz supported this idea  · 
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    Joshua Munoz commented  · 

    Im currently working on something very similar. We designed a few coverletters/ explainers that we attach to a document. The only thing that sucks is the document cannot be attached from the company documetns where they are currently stored. We need to download them then add them to the cleints documents in order to attach. Its a pain but we love the way they look. The attached is a rough draft and still need to iron out the flaws within the actual document

  3. The ability to upload existing company documents into the Templates, to create a Template from

    29 votes

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    Viewed  ·  1 comment  ·  Documents, Photos, Forms & Attachments » Documents  ·  Admin →
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    Joshua Munoz supported this idea  · 
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    Joshua Munoz commented  · 

    I am currently working on something very similar. We have designed a few cover letters/explainers that we include with a document. The only downside is that we cannot directly attach the document from our companies "document". We have to download them first and then add them to the client's documents before attaching them. It can be a bit of a hassle, but we absolutely adore the way they look. The attached file is a rough draft, and we still need to address any flaws in the final version of the document.

  4. Attach a "Company Document" onto a document template

    11 votes

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    1 comment  ·  Documents, Photos, Forms & Attachments » Templates  ·  Admin →
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  5. Add company documents to customer documents

    22 votes

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    Viewed  ·  1 comment  ·  Documents, Photos, Forms & Attachments » Documents  ·  Admin →
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  6. Be able to add PDF's to email templates for automations

    13 votes

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    0 comments  ·  Communication » Templates  ·  Admin →
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