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156 results found

  1. Team Collaboration

    It would be nice for the team to be able to make suggestions at the section and/or content block level from the editing screen which could then be marked for progress (maybe stages like: new comment, under review, in progress, complete, rejected).

    5 votes
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    0 comments  ·  Admin →
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  2. Basecamp integration

    0 votes
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  3. Batchbook.com integration

    0 votes
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  4. working point

    1 vote
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    1 comment  ·  Admin →
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  5. Section view reports

    I love that we can see which proposals have been viewed. However, I would love it even more if I could get some form of report per proposal or in aggregate which would show me what sections are being viewed, for how long, and how many times. That would help my sales team understand what they might need to reach out to their prospects with

    10 votes
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    4 comments  ·  Admin →
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    under review  ·  AdminNiftyQuoter Support (Admin, NiftyQuoter) responded

    Hello,

    the reason we don’t have section specific stats now is that clients can just scroll through the whole proposal, they don’t have to click on the sections to see them. So it’s hard to track what section are they looking at.
    If we did this, the results wouldn’t be too precise, because there are some corner cases: two sections displayed at the same time, (fast) scrolling back and forth etc.

  6. Week / day view for the main chart on the dashboard

    0 votes
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  7. Compose emails from saved paragraphs

    Ability to compose emails using prepared paragraphs / sentences

    6 votes
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  8. hidden pricing

    We often quote a number of services giving a sum total rather than list all the line items, if we could hide the total of the line item and just give this sum this would be very helpful.

    19 votes
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    3 comments  ·  Admin →
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  9. Sugar CRM

    another crm to your list please!

    3 votes
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  10. Dependency

    This would be the best feature in the world, some if then programming, If product added then add a text block or add another required product (could be terms and conditions or product description)
    A bit ask but I am so far very impressed given how many free trials i have signed up for.

    72 votes
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    5 comments  ·  Admin →
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  11. Add ability to put forms within the proposal, ie WooFoo and allow the forms to show if lost

    My idea is to show WooFoo forms in the web version to collect some data. So if the proposal is printed and signed manually the form boxes would show there.
    Also would like to have the ability if somebody turns down the quote a woofoo form would show and collect some data, ie who the other competitors were and their pricing.

    2 votes
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    1 comment  ·  Admin →
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  12. Add integration with Procision+

    Intergrate with Procision+ so when a quote is approved it will start a new project in Procision.

    3 votes
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  13. Select a different currency in a proposal

    Sometimes we send proposals in USD or EUR, and sometimes a mix of both in a single proposal, i.e. some items would be in GBP, some in USD. Would be really helpful to be able to select a currency for each line item.

    8 votes
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    4 comments  ·  Admin →
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  14. Customize the Dashboard

    Let users move the blocks around to customize the best visual representation of the process.

    1 vote
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  15. analytics integration

    Is anybody interested in having analytics integrated with quote, to track quote internal links?

    5 votes
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  16. Header and footer

    It could be nice to have customized header and footer in the pdf version of the quote.

    16 votes
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