General

I suggest you ...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  1. 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.

    1 vote
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 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
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • 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.

        2 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Full integration with Zoho CRM

          Hi, we are Authorised Consulting Partners for Zoho CRM and we are using NiftyQuoter (which we love) but I have been recommending my CRM clients to use Pandadoc as it integrates seamlessly with Zoho CRM.
          Are there any plans for you to further integrate NQ into Zoho CRM?
          regards

          John

          1 vote
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
          • Team

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

            1 vote
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • 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...

              1 vote
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • 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.

                3 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Add Xero link to Pipedrive deal

                  Much like a link to the proposal gets posted to the Pipedrive worksheet, a link to the Xero invoice would be helpful to go directly to the invoice without having to use NiftyQuoter as the go-between.

                  1 vote
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Tracking

                    It would be great if you could create an areas we can embed our own tracking scripts like Analytics and Hotjar or if you came up with your own session replay recordings.

                    3 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Import Google Writing Correction

                      Every E-Mail Text by Overview, I have to copy put it in an other Programm for Writing correction.

                      Can you insert Google Correction function. That will be nice
                      for all Niftycouter users.

                      1 vote
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Is it possible to setup an integration with VTiger crm?

                        We use VTiger crm for quite some time now and really would not like to go over to another crm as VTiger is extremely customisable but would love it if you can integrate with VTiger. please let us know

                        4 votes
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • new user permission

                            new user permission where the user could see only the content of the proposal, not the value, because it has proposals that I do not want employees to know of the values.

                            1 vote
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • REST call action automation

                              It would be great if we could send a REST call after actions like you currently have automated emails most systems these days accept REST and it would be nice to be able to send a REST call on a quote acceptance to enter the quote details into a system such a project management and initiate a project using this method. Its a simple feature to add and would help with generic system integration

                              1 vote
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Word Export Option

                                See if DocRaptor or another plugin/service can help to enable MS Word exports. As much as we hate word, some attorneys want our agreements in word so that they can mark them up for changes.

                                1 vote
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • 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
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Attach PDF's / Link to Niftyquoter quote from within teamwork

                                    Hi,

                                    It would be great if a PDF of the quote could be attached to the the teamwork project / Like Xero there was a link back to the Niftyquoter quote. To top it off would be the ability for the quote to create lines in Xero Billing according to the niftyquoter pricing tables

                                    1 vote
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 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.

                                      30 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Prevent Proposal Cloning

                                        Cloning a new proposal is not always a good idea. Especially in a fast growing business. Expecting the sales person to make a proposal from a fresh template each time means you can keep a single source up to date with the latest information and branding policies. We have encountered a number of incidents where client details have accidently gotten into another's proposal. Also if an error occurs early on it goes into everything after. A simple checkbox in the settings to disable cloning across the account would suffice.

                                        4 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • sales tax

                                          Sales tax calculation using Avalara AvaTax
                                          https://www.avalara.com/products/sales-and-use-tax/avatax-2/

                                          This would be helpful for occasional proposals where we do not know the sales tax rate. It should be fairly simple and it would require a customer address to validate.

                                          The API is free and the most accurate tax calculation is available using the full street address. I would just want to make sure that we could apply a tax rate of 0% for non-taxable lines and maybe set my default tax rate to "Lookup" similar to how Xero does their Avalara integration.

                                          http://taxratesapi.avalara.com

                                          6 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4 5 6 7 8
                                          • Don't see your idea?

                                          General

                                          Feedback and Knowledge Base