General
156 results found
-
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 -
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 -
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,…
4 votes -
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 -
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 -
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.
4 votes -
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 -
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 -
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 -
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 -
Howdy Gang
Just wanted to say recently learned about the Profit $'s can i suggest that you might want to have an additional field indicating the profit Margin by %
1 vote -
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.
6 votes -
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.
41 votes -
Zapier Custom Token Support for Proposals
I should be able to generate custom proposals with custom tokens passed from my project management software through Zapier and into NiftyQuoter.
2 votes -
Group header with checkbox
Add a checkbox to a group header, so all items under that group header are optional.
16 votes -
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 -
teamwork integration - Adding quote lines to teamwork Billing
Hi,
As Teamwork integrates with Niftyquoter and the task are able to transfer, it would be great if the quote value could be added to the Teamwrk billing section
1 vote -
Attach PDFs to Capsule CRM Opportunity
Provide the option of attaching the proposal PDF to the linked opportunity in Capsule CRM, instead of just posting a link
3 votes -
HubSpot CRM
Please create an integration with HubSpot CRM!
56 votes -
Integration with Sharpspring
Could you please integrate with Sharpspring CRM?
6 votes
- Don't see your idea?