General

  1. cadastro de conteúdos como modelos

    gostaria de sugerir de cadastrar modelos de conteúdos para propostas, para quando for criar um modelo de proposta eu possa usar o modelo de conteúdo também, e quando eu atualizar o modelo do conteúdo que também atualize para todos os modelos de proposta.

    1 vote
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  2. Search

    Search function - would be good to upgrade the search capability, so that if I type in a search term and hit enter I get a webpage that lists all the proposals returning that term? At present I just get a preview showing two results and have to scroll down through the results

    1 vote
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  3. 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.

    4 votes
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  4. 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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  5. 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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  6. Integrate with MYOB

    Integrate with MYOB

    1 vote
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  7. 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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  8. 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.

    7 votes
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  9. 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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  10. 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
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  11. Team

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

    3 votes
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  12. 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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  13. 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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  14. 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
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  15. 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
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  16. 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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  17. 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
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  18. 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.

    0 votes
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  19. 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
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  20. 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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