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156 results found

  1. Allow Manual Triggering Of Auto Actions

    I like auto action feature but it would be great if you could send the reminder on demand vice just based on preset conditions. Sometimes I just want to manually trigger a reminder for specific customers, like a button that says, send reminder on the proposal overview screen. That would be great.

    6 votes
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  2. WORKFLOW AUTOMATION

    what if a sales person provided a price above his authority level, this need to be approved based on a work flow, do you have workflow features in your service?

    1 vote
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  3. In Pipedrive, allow choice of fields for quote value entries

    We use the "Value" field in Pipedrive to track the deal's profit (we pay commissions on profit) not the total deal amount. We setup a custom field to hold the total deal amount. It would be great in the Pipedrive integration screen if you allowed the user to cross define which fields hold the profit amount of the quote and which field holds the total quote amount.

    9 votes
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  4. FreeAgent integration

    It would be great to be able to connect FreeAgent and Niftyquoter, for example to sync contacts, projects and most of all estimates.

    3 votes
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  5. dashed lines or underscores for totals and subtotals

    The alternating colors for rows helps a lot. But it would be nice if each section had dashed under line, then double for grand total.

    Base Fee ............$299
    ----------
    SubTotal .............$299

    item 1 .................$100
    Item 2 .................$100
    ----------
    SubTotal.............$200

                          ----------

    Grand Total .......$499
    ======

    1 vote
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  6. Force required "Expiration date"

    it could be nice for us to have "expiration date" required before to be able to get the link of the proposal.

    Thanks to add this little option ;-)

    0 votes
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  7. Add a HELP button to our dashboard.

    There doesn't seem to be a link once you are logged in to jump across to this help portal. I had to go back to the main website home page to find a Support link that brought me here...

    1 vote
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  8. ability to archive multiple proposals by selecting multiple

    I've got 6 pages of proposals to manage (from my two sales folk). I want to be able to select multiple proposal and delete/archive. Currently you can only do it one by one?

    /proposals page.

    3 votes
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  9. Nutshell Integration

    Please allow Nutshell customers who integrate via API to customize how their Accounts/Contacts/Leads are handled in Niftyquoter. Rather than treat Accounts as companies, Contacts as people, and Leads as sales, we would like to customize these as this setup may not be ideal for every industry."

    1 vote
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  10. Import 1 client at a time from pipedrive as needed

    Import 1 client at a time from pipedrive as needed. I imported all my contacts from pipedrive but only wish to have the ones with active items in nifty... it would be great to import selected records only as an option as well.

    1 vote
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  11. Ask for the name of who is viewing for the proposal so i can see who it is shared with

    1. Can I have a proposal require the first name and last name of the person viewing it. a. I have no way of knowing when they share the link the link around. b. I would love for the page to require a first name and last name to be viewed each time it is viewed with a new user session. c. This is how tinder does it http://121ecommerce.mytinder.com/view/edressme-development-and-maintenance-package-options/login?version=1
    1 vote
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  12. add a client logo to the cover page, that would help to personalize the proposal

    17 votes
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  13. Ability to edit dates for approval or rejection

    Sometimes we get a verbal approval or rejection and won't remember to go back and change the status until a month later when we're reviewing outstanding items in NQ. This messes up our stats. Also we just started using the rejection reasons feature and wanted to go back and add a reason to all our old rejected quotes but if we did that it would mark the quote as rejected as the current date.

    5 votes
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  14. cc and bcc in comments page.

    Of real benefit would be to be able to cc and bcc a comment/discussion. This would allow relevant stakeholders in the organisation to be kept informed of developments of a proposal should the need arise.

    1 vote
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  15. Links clicked statistics

    I would love to be able to have some way to know if links in the proposal have been clicked on - and know more about the interaction with the proposal in general. sections viewed - links clicked, if they play around with optional list items / quantities, etc. anything along those lines helps :)

    1 vote
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  16. 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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  17. control over page numbering

    Great job with this app! Very well done and good fit with workflow and configurability.

    Suggestions:
    1. I would like to be able to avoid having the page number on the cover page - it shouldn't go there.

    1. Would like to be able to format the footer like you can in Word, so i could put a small logo in the right and "page: [page#]" in the left, for example.

    2. Please also implement table of contents functionality. This is a requirement for long proposals and really necessary for a professional looking document.

    3. more control over the cover page, like ability…

    3 votes
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  18. Have the ability to further customize the user interface such as the navigation bar color.

    1 vote
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  19. Redesign Proposal Overview Page

    The more I use niftyQuoter, the more it seems i am evolving to using it not only as a place to create project proposals / estimates, but also as a sort of file cabinet of my projects - the starting point for my project management funnel.

    I think the other idea i posted here for the option to display the proposals list in a boxed/grid type view

    -plus-

    a redesign of the proposal overview page could provide more usefulness for NQ through the layout/design :)

    For me, it would be great to see the Porposal Overview page redesigned to be…

    1 vote
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  20. Boxed / Grid display style for proposals list

    Would be great to have some different display styles for the proposals list. i.e. i personally would really like to see a boxed/grid type display:

    Tile / card / boxed / grid view: each proposal as a box showing:
    - company / proposal name
    - created date
    - [state] date (i.e.: approved date, etc)
    - tag/s
    - totals: proposal total, expenses total, profit total

    With the ability to group by company, sort by date, and other grouping and ordering options.

    Hover over the boxes and get the button/links (overview, quote, content, preview, clone, archive, delete) - or have these buttons…

    4 votes
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