General
156 results found
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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 -
Preview page layout for page sizes
It is annoying to have to download a quote every time you wish to see if the formatting is correct.
Just like in word can the page size be set either when laying out a page or a print preview button that shows if the format is not correct?1 vote -
Scope of Works
Hello, under the Edit Proposal and Edit Quote tab, it would be great to be able to have a section where we can type in the Scope of Works that we can then call on in the template
3 votes -
Button to collapse all quotes details
My quotes have a lot of lines, and I'm often pressing 'Save'... so, all my quotes table details are expansed each time, I press 'Save'.
Could you add an link/button to collapse everything at once ? It'd be very useful. thanks
3 votes -
Possibility to select gender as a token
This would give the possibility to personalize much more the proposal an also the mail-contact to the client.
like Dear Mister or dear Misses
we like this things pretty much in Germany4 votes -
Copy-duplicate items
I would like to copy- multiply price items in table. It would give much save in works.
3 votes -
Merge Proposal
While cloning proposals would be great if we could merge two or more proposals!!
1 vote -
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 -
Editable quantity at pricing table level
I use pricing tables to group items when I want a subtotal without line totals. It would take this to the next level if it was possible to change the quantity of all the items in the group at once.
1 vote -
Picture Captions
It would be really great if at some point we'd could caption pictures. Captions really would come in handy when you have multiple pictures in a quote and you want to help correlate content in the quote with a picture to drive the issues home.
2 votes -
customize approval email
I'd like to be able to add a token (address) to the email I receive when a proposal is approved. Similar to how the translation section allows editing the email I receive when a comment is made.
1 vote -
0 votes
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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 -
AgileCRM Integration
Can you please add integration with AgileCRM to create contacts and support bringing over custom fields
3 votes -
Roles to certain Proposal tags only
I would like to restrict access to some user to certain proposal tags only. Also woulde be useful to restrict access to certain themes and templates.
4 votes -
Connect with Google Spreadsheets
It would be great to have price templates fed directly from google spreadsheets. I currently have to export each one to csv, then import them on Niftyquoter every time I change prices.
6 votes -
4 votes
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Add a gallary function
Hello ... we just started using your service, and so far it's a pretty cool tool. We're an advertising agency and our proposals often require we submit creative samples. We'd love to see you guys add some functionality that would allow us to build a gallery/portfolio of work
5 votes -
Promo code
Automatic apply a "promo code" that will update selected fields of the quotation.
2 votes -
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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