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  1. 4 votes
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  2. 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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  3. Integration with Sharpspring

    Could you please integrate with Sharpspring CRM?

    4 votes
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  4. ActiveCampaign integration

    Could you please integrate with ActiveCampaign CRM? So when a contact is tagged NiftyQuoter it pushes the contact and company through to NiftyQuoter.

    4 votes
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  5. 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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  6. Could you please add quantity total field in price table

    5h ....item1...costs 10
    2h ... item 2....costs 5
    .....................
    total 7h costs 15

    4 votes
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  7. Possibility to select gender as a token

    This would give the possibility to personalize much more the proposal an also the mail-contact to the client.
    like Dear Mister or dear Misses
    we like this things pretty much in Germany

    4 votes
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  8. Team

    It would be nice to have separate teams that have their own dashboard, tags, etc.

    3 votes
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  9. Know who is visiting our proposal (user, ip, location...)

    When client read our proposal we've got notification by email. It will be nice to understand 'who' is reading the proposal.

    Could we add on these email :
    - IP's client
    - Location's client ?
    - session's client... or some indication to know if there are severals persons reading our proposal in same time. Some organisation just forward email to colleague so we missed individual tracking.

    3 votes
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  10. Portuguese-BR

    Translate the backend to Portuguese-BR pleaseeeee

    I can help you!

    3 votes
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  11. Copy-duplicate items

    I would like to copy- multiply price items in table. It would give much save in works.

    3 votes
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  12. Sugar CRM

    another crm to your list please!

    3 votes
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  13. 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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  14. 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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  15. Add 'background colour' to text formatting options

    While formatting text in proposals, please add option add a background colour to text.

    This will help the appearance of text over background images in themes.

    3 votes
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  16. Have report showing a breakdown of items/services accepted (sold) and values.

    It would help to see what items/services are more popular so decisions can made on what to stop offering,etc.

    3 votes
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  17. Add Expired to the Dashboard pie chart

    Currently, the pie chart shows percentage of proposals that were actively rejected by the client, but there's no way to identify proposals that were passively rejected (viewed, but client never actually rejected the proposal, they just let it expire). It looks like these proposals will be forever included in the Viewed percentage, which skews that metric. We'd like to see how many proposals expire with no response from the client in the chart.

    3 votes
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  18. Attach PDFs to Capsule CRM Opportunity

    Provide the option of attaching the proposal PDF to the linked opportunity in Capsule CRM, instead of just posting a link

    3 votes
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  19. 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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  20. Tracking

    It would be great if you could create an areas we can embed our own tracking scripts like Analytics and Hotjar or if you came up with your own session replay recordings.

    3 votes
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