General

  1. Version Control

    Hello, it would be really good if you could store previous versions of quotes automatically and allow you to roll back if the customer wants say version 3 out of 5. It is very difficult to keep track of this process at the moment.
    Thanks

    74 votes
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  2. 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.

    68 votes
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  3. google apps login integration

    Would be awesome guys if you had google apps login integration, to allow more seamless login from google apps. would help you open up your app to the whole google apps marketplace.

    44 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. HubSpot CRM

    Please create an integration with HubSpot CRM!

    42 votes
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  5. 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.

    38 votes
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  6. 23 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Create a phone app & make responsive proposals

    most of my clients view proposals from theor phones. so proposals being responsive is a must. But I would also love a phone app that I can manage my proposals right on my phone when on the go. Even if it is just a viewer to you that. Yes, I can log into nifty colder on my phone in the browser, but it is not responsive and extremely difficult to see and navigate.

    18 votes
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  8. 17 votes
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  9. Header and footer

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

    17 votes
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  10. 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  ·  Flag idea as inappropriate…  ·  Admin →
  11. Group header with checkbox

    Add a checkbox to a group header, so all items under that group header are optional.

    16 votes
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  12. 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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  13. iOs and Android improvements

    Hi,

    It would be nice if you could improve the support for mobile devices. It's very difficult to edit quotes in those devices because the drop down menus don't work, and also you can't add rows and move them. I have an iPad that I use with clients and it would be extremly useful if I can quote them right in the meetings.

    15 votes
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  14. 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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  15. Add webhook ability to Auto Actions

    Next to the ability to send emails from Auto Actions I would really love the ability to post to a webhook. I'd like to be able to post relevant data i.e. proposal status, content from approvel fields, rejection reasons into our CRM/ERP when a proposal is approved/rejected. Or post comments etc.

    15 votes
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  16. 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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  17. Show margin / markup percentage

    It would be great if NQ could show the margin percentage in addition to the total profit amount. This should be per item, and would be even better if by changing the margin %, the system could automatically calculate the selling price.

    13 votes
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  18. 12 votes
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  19. Graduated Discounting for multiple quantities

    Our pricing has graduated discounting, ie. 1st item full price 2-5 10% discount, 5 or more 20% discount. It would be nice to be able to be able to apply these discounts to specific line items.

    12 votes
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  20. Autotask integration

    Is it possible to integrate Autotask (www.autotask.com) quotes in NiftyQuoter?

    12 votes
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