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156 results found

  1. add a "Flag for followup" feature

    I really wish I could flag a proposal for follow-up on a particular day (and that date would show up and be sortable in the proposals list page)

    1 vote
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  2. Graduated Discounting for multiple quantities

    Our pricing has graduated discounting, ie. 1st item full price 2-5 10% discount, 5 or more 20% discount. It would be nice to be able to be able to apply these discounts to specific line items.

    12 votes
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    2 comments  ·  Admin →
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  3. Add a token for the total amount of discounts

    It would be helpful to add a token of the total amount of discounts given in the quote so you can reference it in your text.

    4 votes
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  4. Allow prepopulation of proposal via url parameters

    Hi,
    I want to reduce double entry by pre-filling a proposal form from our CRM. The idea would be I'd click on a link like niftyquoter.com/newproposal?firstname=Bat&last_name=Man&email=batman@robinsucks.com&phone=3214324324&company=The Dark Night

    and it would pre-fill a proposal with those details.

    3 votes
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  5. Ability to mark client as tax exempt

    We have quite a few customers that are tax exempt organizations. It would be nice to be able to mark the client as tax exempt (or even to set a tax rate) and not have to remember to go through each line item on a quote to set tax to 0%. It looks very unprofessional if we miss something and they think we do not care enough to make their quotes accurate.

    4 votes
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  6. Portuguese-BR

    Translate the backend to Portuguese-BR pleaseeeee

    I can help you!

    3 votes
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  7. Service item with one-time cost + recurring cost

    Hi,
    We'd have some services like "a particular module" with one-time cost $ 1'000 and $ 10 / month.

    It'd be great to get this item on single item line.

    Thanks

    1 vote
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  8. iOs and Android improvements

    Hi,

    It would be nice if you could improve the support for mobile devices. It's very difficult to edit quotes in those devices because the drop down menus don't work, and also you can't add rows and move them. I have an iPad that I use with clients and it would be extremly useful if I can quote them right in the meetings.

    15 votes
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    4 comments  ·  Admin →
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  9. Base CRM integration

    10 votes
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    2 comments  ·  Admin →
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  10. Add Expired to the Dashboard pie chart

    Currently, the pie chart shows percentage of proposals that were actively rejected by the client, but there's no way to identify proposals that were passively rejected (viewed, but client never actually rejected the proposal, they just let it expire). It looks like these proposals will be forever included in the Viewed percentage, which skews that metric. We'd like to see how many proposals expire with no response from the client in the chart.

    3 votes
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  11. google apps login integration

    Would be awesome guys if you had google apps login integration, to allow more seamless login from google apps. would help you open up your app to the whole google apps marketplace.

    44 votes
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    3 comments  ·  Admin →
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  12. Restrict users from viewing list of imported clients in other user accounts.

    12 votes
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  13. Back page - similar to the cover page, but at the end

    1 vote
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  14. Allow for custom naming of folders in custom domain

    It would be helpful to have the option to choose the sub-folder names when using a custom domain. We use Nifty Quoter for both proposals and agreements. It would be nice if both types of forms didn't end up in the automatically named "Proposals" sub-folder in our custom domain.

    If it were possible, we'd do this:

    Proposals would go to customdomain.com/proposals/xxxxx

    Agreements would go to customdomain.com/agreements/xxxxxx

    1 vote
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  15. discussion inbox widget

    It would be awesome guys if you added some sort of inbox widget to the dashboard where we would be able to see any new comments left by clients, and be able to hit reply and answer it right there within the window or modal popup. It would only show those that are new and we have not responded to yet.

    3 votes
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  16. Add an independent tab / area to organize and edit the content library.

    In addition to the extremely long list of content items running down the LH side of a proposal in editing mode, it would be good to have a tab for keeping this library of content organized. Ideally, having tags or folders for sections or types of content would also help to have the accordion of content that you need to drag into the proposal expand and contract without scrolling forever to get to the snippet of content you need to use.

    5 votes
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  17. Supplier Info

    Hi,

    In the proposal tab a supplier field would be great to add the supplier costs and who is the supplier, but these info shows just to the user to make easier to track supplier/costs used in the proposal.

    Many thanks,

    4 votes
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  18. Text Block Library Per Template

    Templates can be for COMPLETELY different agreements. So wading through all of the Text Blocks that aren't relevant is going to not scale well when you have lots of different agreement templates.

    1 vote
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  19. Team Collaboration

    It would be nice for the team to be able to make suggestions at the section and/or content block level from the editing screen which could then be marked for progress (maybe stages like: new comment, under review, in progress, complete, rejected).

    5 votes
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  20. working point

    1 vote
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