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156 results found

  1. 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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  2. HubSpot CRM

    Please create an integration with HubSpot CRM!

    56 votes
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    5 comments  ·  Admin →
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  3. 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.

    11 votes
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  4. 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 .

    4 votes
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  5. Integration with Sharpspring

    Could you please integrate with Sharpspring CRM?

    6 votes
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  6. 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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  7. 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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  8. Infusionsoft Integration

    Infusionsoft is a small business automation platform that consists of email marketing, Sales pipeline, and ecommerce features. One of the weak points that customers usually face is creating good looking and functional quotes. We have a marketplace that you could put your application to be viewed.

    14 votes
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  9. Create a phone app & make responsive proposals

    most of my clients view proposals from theor phones. so proposals being responsive is a must. But I would also love a phone app that I can manage my proposals right on my phone when on the go. Even if it is just a viewer to you that. Yes, I can log into nifty colder on my phone in the browser, but it is not responsive and extremely difficult to see and navigate.

    18 votes
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  10. Add webhook ability to Auto Actions

    Next to the ability to send emails from Auto Actions I would really love the ability to post to a webhook. I'd like to be able to post relevant data i.e. proposal status, content from approvel fields, rejection reasons into our CRM/ERP when a proposal is approved/rejected. Or post comments etc.

    15 votes
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  11. Autotask integration

    Is it possible to integrate Autotask (www.autotask.com) quotes in NiftyQuoter?

    15 votes
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  12. Show margin / markup percentage

    It would be great if NQ could show the margin percentage in addition to the total profit amount. This should be per item, and would be even better if by changing the margin %, the system could automatically calculate the selling price.

    13 votes
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  13. Disable Auto Actions on individual proposals.

    If a client will not make a decision for x amount of days, you should be able to disable the auto action (follow up emails) for that particular proposal.

    4 votes
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    3 comments  ·  Admin →
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  14. add a client logo to the cover page, that would help to personalize the proposal

    17 votes
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  15. Version Control

    Hello, it would be really good if you could store previous versions of quotes automatically and allow you to roll back if the customer wants say version 3 out of 5. It is very difficult to keep track of this process at the moment.
    Thanks

    80 votes
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    1 comment  ·  Admin →
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  16. Ability for client to be able to login and see all proposals that have been sent to them

    Please :)
    I find it a chore to have to track down a url each time i need to view a proposal from my contractors - i assume my clients also find this tedious. The ability to use the new "view all proposals" link to easily see other proposals is a huge help but we need a way for people to easily get there in the first place without having to go find the link in correspondence somewhere.

    16 votes
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    2 comments  ·  Admin →
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  17. New "State" options

    Currently we can set proposals to:
    - Draft
    - Sent
    - Viewed
    - Approved
    - Rejected
    (and i suppose there is also expired perhaps)

    Would be great if we could create additional / custom status options that work for our unique situations.

    For me, it would be great to be able to have the following additional status options:
    - Project In Progress
    - Project Complete
    - Project Canceled
    - Project On Hold

    Would be great if we could set custom text and color for each one.

    8 votes
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  18. Build an Auto-Save Feature for Preview

    When building a proposal, the preview option doesn't automatically save the Proposal I'm building. Once clicked, any unsaved information is lost. There should at least be a warning that this could happen.

    7 votes
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    3 comments  ·  Admin →
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  19. Dropdown menu for similar options

    Ability to add a drop down for grouped options.

    Product £100
    Product variation 1 +£20
    Product variation 2 +£30

    8 votes
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  20. Add "Table of Content"

    We're using this tool to create officiel proposal with about 40 pages... It'd be nice to have a bloc with "Table of Content" such in Word ( http://office.microsoft.com/en-001/word-help/create-a-table-of-contents-HA102824256.aspx )

    14 votes
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