Chad
My feedback
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17 votes
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10 votesChad
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An error occurred while saving the comment Chad
commented
In regard to receiving a notification when a custom created document is used, it is possible if I'm understanding what you're saying. We ran into the same issue as when sending the now "Legacy Estimate" directly, there wasn't a way to enter any special notes or add to the email body wording. So we created a custom document explaining the process, added the signature line feature, and in the automations created one to trigger based on being a task when an activity is created. I believe you have to cover all the bases with the actions by choosing all the possible criteria, as well as having to create a task within JobNimbus. It's been a few years since setting it up, but prior to that JobNimbus said there wasn't a way, and didn't seem willing to look into a way to implement one. There is a way to do it, and may even be a way to incorporate it utilizing it based on the Job Type. I don't mind looking into our automation for this if sounds like what you were wanting to accomplish.
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6 votes
An error occurred while saving the comment Chad
commented
Haven't tested, but are you possibly able to create a section with a line item which either deducts or increases the amount total, then hide or make the section not visible? This wouldn't affect the end "look" of the visible estimate, while also allowing an internal visible reference for the change in pricing.
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6 votesChad
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An error occurred while saving the comment Chad
commented
Roofr does have a more purposeful estimate layout, with one very nice feature of having a footer at the bottom of every page. The SumoQuote/New Sales Experience/End of 2026 Only Estimate Option Estimate doesn't have footers, page numbers, page break parameters, or consistency with "header" designs within the template itself. If you have much of a detailed scope of work at all, the next page may only have the dollar amount by itself, no header, no footer, no page number, etc. Maybe this doesn't matter for the fly-by-nights, new "companies", or randos but certainly isn't a polished professional end product. Never mind the cramped look of the scope of work desciption area and alternating shaded line item separation. I'm curious if the poster Joe Becker is still using JobNimbus?
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20 votes
An error occurred while saving the comment Chad
commented
As of 2/3/26 this has 20 votes but no comments. If others are still frustrated with this, while in the Job you can to create and choose custom document, on the blank page/window, click on "insert template field", then choose "built-in section", then choose "add photo attachments". This will at least allow you to select the photos and save as a .pdf document. However, if a lot of photos, it may be too large of an attachment to send via email. You could also try sharing a link to the Job with the customer, but be careful as if I remember correctly they'll also be able to see the Job description, which could be a problem if what's entered is more candid and casual than it is professional. I'm curious if the poster is still using JobNimbus?
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24 votesChad
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An error occurred while saving the comment Chad
commented
This sort of goes hand in hand with the inability to have multiple "choosable" emails on the same Job entry. A workaround possibility would be to create a separate Contact in the system, then add that Contact as a Related Contact, which would allow you to add them as an additional signer from the list when adding a signer.
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6 votes
An error occurred while saving the comment Chad
commented
This has long been an issue, along with just being able to rearrange the order of photos on a custom created document. Curious if you've been with JobNimbus very long, or have recently moved from a different CRM?
Chad
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16 votes
An error occurred while saving the comment Chad
commented
Just being able to delete would be a useful feature as well. Only workaround we've found is to create document folders for the category of documents which are current, and then one "catch all" folder named "DOCUMENTS NO LONGER USED - DO NOT USE THESE" where we move all expired licenses, COI's, literature, etc. to. At least it gives somewhat of an ability to filter and organize. Good luck. Out of curiosity, have you been a JobNimbus user for long, or recently moved from a different CRM?
Chad
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40 votes
An error occurred while saving the comment Chad
commented
The only work around we've found is to create a folder titled "Documents No Longer Used - DO NOT USE THESE", and move any expired or old documents to that folder so only the current or approved ones are in the folder to be used. We've also moved the do not use folder to the very bottom in the list order which for the most part puts it out of sight out of mind.
Chad
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11 votesChad
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3 votesChad
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55 votes
An error occurred while saving the comment Chad
commented
Ability to zoom/expand the photo when viewing would help as well.
Chad
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23 votes
We are now gathering feedback to begin building this feature! To meet with the product manager leading this project, use the link below -
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14 votesChad
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An error occurred while saving the comment Chad
commented
Agree. We've resulted to just renaming a hidden one anytime a new item is needing added. It's also odd not being able to delete a variation of an item.
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5 votesChad
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An error occurred while saving the comment Chad
commented
Great idea, and would be extremely helpful to have internal notes for Products & Services items.
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14 votes
An error occurred while saving the comment Chad
commented
Obviously this is an old Post, but I'm curious if the Poster Brent Robinson is still using JobNimbus, and if so what his thoughts are on NSE. If you get a notificaton of this comment on your Post, please respond with a comment as well. It's great that Products & Services now communicate with the NSE estimates, but also wondering if you ever found a workaround for the ability to import, export product items, etc?
Chad
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5 votes
An error occurred while saving the comment Chad
commented
Same concern with photos, etc. At least with estimates, Legacy estimates anyway. you can just go in as if editing the estimate, but at the bottom choose "save as template", name it whatever you want to identify it, then go into your Job, choose that template to create your estimate, and then once saved it's under the Job you want it in. Not sure about the NSE one's yet.
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6 votes
An error occurred while saving the comment Chad
commented
Yes please. How long is the current signature request good for?
Chad
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10 votesChad
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8 votes
An error occurred while saving the comment Chad
commented
Completely agree. Some, most, who knows, may not even realize there's a .pdf attachment as well, and when viewing the NSE estimate on a phone screen after clicking the "Review and Sign Here" button/link, it looks terrible. There's a native/built-in "sent for review" email template in the settings which looks to be for this specific purpose, so maybe there's a feature someone hasn't enabled yet which allows this. Another concern is once the NSE estimate is sent, we're unable to edit it (which does make sense), but we should at a minimum be able to view it in a way that shows UOM, Qty's, Pricing, etc. without having to cancel the "signature request" ability, or duplicate the estimate.
Chad
supported this idea
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This is possible, and can be done through a custom automation based as a Task triggered by an activity. We had to create a custom automation to be able to receive any kind of notification at all when utilizing custom created documents with the add signature feature.