General

  1. ActiveCampaign integration

    Could you please integrate with ActiveCampaign CRM? So when a contact is tagged NiftyQuoter it pushes the contact and company through to NiftyQuoter.

    1 vote
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  2. add contractors

    the proposal can easily be adapted to contracts with vendors... that would be great and it is something that competitors who are much more expensive

    1 vote
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  3. Have report showing a breakdown of items/services accepted (sold) and values.

    It would help to see what items/services are more popular so decisions can made on what to stop offering,etc.

    3 votes
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  4. Integrate with MYOB

    Integrate with MYOB

    1 vote
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  5. Zoho Books Integration

    Hi there. The ability to integrate with Zoho Books to create invoices like with Freshbooks would be amazing. I don't think Freshbooks is doing that well, to be honest. They have just announced a boost in pricing for all Freshbooks classic users. I suspect a lot of people will be moving away from it and to alternatives like Zoho Books. Zoho Books also is rated quite highly from sources such as PCMag. They say that it is equivalent to Quickbooks Online. So, I think this integration would make a lot of people happy.

    6 votes
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  6. Allow customization of favicon

    We can brand everything except for the favicon seen in the browser window and favorites section - that is a default "Q"

    In order to preserve customization/branding and not to confuse our customers we would like the option to upload our own favicon when in the branding process.

    3 votes
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  7. LET ACTION LOGS BE DOWNLOADABLE MANUALLY

    When the client clicks on "accept proposal" there is the possibility to add text fields to sign it.

    In our case, we ask for billing information, and it would be great if this information could be added to the proposal field or at least downloadable.

    3 votes
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  8. Team

    It would be nice to have separate teams that have their own dashboard, tags, etc.

    3 votes
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  9. Editing pricing table shouln't be enabled when the proposal is locked

    It's a bummer when you didn't notice the proposal is locked and you've just updated all the prices...

    2 votes
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  10. To allow setup of folders within File Manager to store images and otehr collateral

    AT present all your proposal collateral by way of images are held within a single folder on the file manager. For organisation purposes it would be far better if we could create sub folders relating to individual clients or categories of images to be uploaded.

    6 votes
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  11. Link quantities fields

    Automatically adjust quantities filed based on another quantity. If 2 x PC's are selects then automatically adjust the labor to 2.

    5 votes
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  12. Web Form for Digital Signature and Credit Card Payment Authorization

    Do you plan to add - Web Form for Digital Signature and Credit Card Payment Authorization

    8 votes
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  13. Add accordion sections as an element

    We sell SEO and related online marketing services, which tend to have a long list of deliverables. This is not such a big deal when the proposal is only for a single service. However, when a prospect requires more than one service (ex: web design, SEO and PPC), this can make a proposal extremely long and that is very overwhelming to the prospect (we have surveyed this and it was nearly unanimous). A great way to keep complex proposals very neat looking would be to use content accordions. And they need to be able to accept many types of content,…

    1 vote
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  14. Locked Proposals

    I'd like the ability to require a client to enter an email and name prior to viewing a proposal so if they forward this to other people we can see who has viewed it and ideally where they are located.

    1 vote
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  15. Add the ability to clone themes or move the cover image as part of the content of the proposal

    The primary issue we have is the ability to customize the cover of a proposal to personalize it to the brand/industry for the potential client. Currently there is not a easy way to take an existing theme and clone it just to switch out the cover photo. Even better would be the ability to edit the cover image as part of the content of the proposal so themes would not need to be duplicated just for making a change to the cover.

    36 votes
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  16. HubSpot CRM

    Please create an integration with HubSpot CRM!

    40 votes
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  17. Xero Inventory Integration

    Extend Xero integration to include inventory. Pull Item names/price/cost/description directly from Xero instead of requiring users to enter manually.

    10 votes
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  18. Proposal Custom Field

    Ability to create custom fields in the proposals.

    For example , when creating a proposal to allow inform the number of customer ticket.
    The proposal and email , letting you select this custom field .

    3 votes
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  19. Simplify process of proposal creation from a Pipedrive deal

    When linking a proposal to a Pipedrive deal, I would like the Client and the Proposal name to be automatically filled by Pipedrive informations

    12 votes
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  20. Menu should stick to top on mobile

    Hey there! Small change you guys need to make...

    On mobile devices in portrait view, the menu should stick to the top as the user scrolls down. That way, it's easier for them to navigate on smartphones.

    2 votes
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