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156 results found

  1. Build an Auto-Save Feature for Preview

    When building a proposal, the preview option doesn't automatically save the Proposal I'm building. Once clicked, any unsaved information is lost. There should at least be a warning that this could happen.

    7 votes
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  2. Integrate links to NQ Proposals into the Freshbooks Estimates list

    I use Freshbooks for invoicing and love that i can send approved proposals/estimates from NiftyQuoter straight to my Freshbooks account (although there are some issues that need to be fixed with this - if the the client already exists it doesn't apply and instead creates a new duplicate of the client, and the converted proposals don't link up to 'projects' in Freshbooks) ... but anyway .... It would be a great improvement in the NiftQuoter to Freshbooks integration if proposals in NQ showed up in the "Estimates" list in Freshbooks - just a link to the proposal is all that…

    1 vote
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  3. Forum for Community of Nifty Users

    I think it would be very useful to interact with other Nifty users to Q&A best practices and talk about new features.

    1 vote
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  4. Show Expenses Totals along with total and profits

    Would be great if in the list view where it shows the numbers for Proposal Total and Proposal Profit, for it to also list the numbers there for the Expenses. I find myself constantly pulling out the calculator to grab that number. would be so helpful to be able to quickly see it in the list along with the other numbers.

    Would also be great to see the expenses total at the bottom of the quote creation form along with the total and the profit figures.

    And lastly, it would be great if the grouped areas in the quote form…

    7 votes
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  5. New "State" options

    Currently we can set proposals to:
    - Draft
    - Sent
    - Viewed
    - Approved
    - Rejected
    (and i suppose there is also expired perhaps)

    Would be great if we could create additional / custom status options that work for our unique situations.

    For me, it would be great to be able to have the following additional status options:
    - Project In Progress
    - Project Complete
    - Project Canceled
    - Project On Hold

    Would be great if we could set custom text and color for each one.

    8 votes
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  6. Display proposals for company or contacgt

    When viewing a company or contact it would be great to display a list of proposal for that company or contact on the same page.

    2 votes
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  7. Require approval before pay button is active

    I find that customers sometimes get confused and do not use the approve button but go ahead and pay for their quote. It would be great if the pay button was disabled until the quote was approved.

    Also if you could add a status of Paid that follows Approved to show that they not only approved but have successfully paid with an approval.

    3 votes
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  8. 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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  9. Folders or tags for templates

    6 votes
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  10. Ability for client to be able to login and see all proposals that have been sent to them

    Please :)
    I find it a chore to have to track down a url each time i need to view a proposal from my contractors - i assume my clients also find this tedious. The ability to use the new "view all proposals" link to easily see other proposals is a huge help but we need a way for people to easily get there in the first place without having to go find the link in correspondence somewhere.

    16 votes
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  11. 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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  12. 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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  13. Export PDF Quote to Pipedrive when link the deal

    8 votes
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  14. Portuguese-BR

    Translate the backend to Portuguese-BR pleaseeeee

    I can help you!

    3 votes
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  15. Download pricing table page only

    Interested in the idea of having an additional download button which would only download the pricing table page.

    3 votes
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  16. Conditional discount rows

    Discount rows would be applied only if the total value of a proposal is higher than a certain value. E.g. apply 20% discount only when the total value (including selected optional items) exceeds $10000.

    0 votes
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  17. 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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  18. Add "Table of Content"

    We're using this tool to create officiel proposal with about 40 pages... It'd be nice to have a bloc with "Table of Content" such in Word ( http://office.microsoft.com/en-001/word-help/create-a-table-of-contents-HA102824256.aspx )

    14 votes
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  19. 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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  20. Magic Token calculated dynamically

    Hello,

    It'd be great to have some magic token calculated dynamically, like :
    [amountprepaiement] = 30% of FULLPRICE
    [date    milestonesuggested1] = SENTDATE + 30 days
    [date    milestonesuggested2] = SENT_DATE + 60 days

    ....

    thanks ;-)

    15 votes
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