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156 results found

  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

    80 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.

    72 votes
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    5 comments  ·  Admin →
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  3. HubSpot CRM

    Please create an integration with HubSpot CRM!

    56 votes
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    5 comments  ·  Admin →
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  4. 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  ·  Admin →
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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.

    41 votes
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    2 comments  ·  Admin →
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  6. Pipedrive integration: ability to import products/prices from Pipedrive

    23 votes
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  7. 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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  8. 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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  9. add a client logo to the cover page, that would help to personalize the proposal

    17 votes
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  10. 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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  11. 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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    2 comments  ·  Admin →
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  12. 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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  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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    4 comments  ·  Admin →
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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. Autotask integration

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

    15 votes
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  17. 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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  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. 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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  20. 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
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