Josh
My feedback
77 results found
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2 votes
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2 votes
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3 votes
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2 votes
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4 votes
An error occurred while saving the comment This is an EXTREMELY important!! I have managed to master the HTML and make our documents look great. I wanted to use automations for actions based on when a document is signed or sent (even if signature isn't needed), but since I use documents for internal items, I cannot differentiate between those documents and the triggers I need to set. Being able to categorize the TYPE of document would change the game.
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15 votes
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3 votes
An error occurred while saving the comment I would like this to be an option for all documents sent for signature. I send a lot of documents to be e-signed, and I cannot see if they've received it, opened it, or if there was an error and it bounced. This is important information to have. Especially if you're dealing with difficult customers. Sadly, we all have to deal with one here and there. Having the data, the same as regular emails sent showing in the Activity feed, needs to be available for records and documentation.
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2 votes
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3 votes
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13 votes
An error occurred while saving the comment This is an absolute must! Sometimes we have important notes pertaining to an account or project and I need that note to be seen by everyone that may have access. Currently I'm adding random characters before the note to draw attention. Being able to pin a note and/or flag it would be a game changer!
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55 votes
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8 votes
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9 votes
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7 votes
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2 votes
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4 votes
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8 votes
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2 votes
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2 votes
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18 votes
We should have a way to display the invoice balance in the top Job Details section. I do weekly account checks and having a quick view of the invoice balance would be absolutely beneficial and cut down on time. Right now, I have to navigate to the job, to Financials, then down to invoice. JobNimbus takes it's time loading and this slows the process down. If it's not possible to just have it a static field, add it as an option in Settings > Workflow & Fields > Job Fields.