General

  1. discussion inbox widget

    It would be awesome guys if you added some sort of inbox widget to the dashboard where we would be able to see any new comments left by clients, and be able to hit reply and answer it right there within the window or modal popup. It would only show those that are new and we have not responded to yet.

    3 votes
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  2. ability to archive multiple proposals by selecting multiple

    I've got 6 pages of proposals to manage (from my two sales folk). I want to be able to select multiple proposal and delete/archive. Currently you can only do it one by one?

    /proposals page.

    3 votes
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  3. LET ACTION LOGS BE DOWNLOADABLE MANUALLY

    When the client clicks on "accept proposal" there is the possibility to add text fields to sign it.

    In our case, we ask for billing information, and it would be great if this information could be added to the proposal field or at least downloadable.

    3 votes
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  4. Button to collapse all quotes details

    My quotes have a lot of lines, and I'm often pressing 'Save'... so, all my quotes table details are expansed each time, I press 'Save'.

    Could you add an link/button to collapse everything at once ? It'd be very useful. thanks

    3 votes
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  5. control over page numbering

    Great job with this app! Very well done and good fit with workflow and configurability.

    Suggestions:
    1. I would like to be able to avoid having the page number on the cover page - it shouldn't go there.


    1. Would like to be able to format the footer like you can in Word, so i could put a small logo in the right and "page: [page#]" in the left, for example.


    2. Please also implement table of contents functionality. This is a requirement for long proposals and really necessary for a professional looking document.


    3. more control over the cover page, like ability…

    3 votes
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  6. 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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  7. 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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  8. Scope of Works

    Hello, under the Edit Proposal and Edit Quote tab, it would be great to be able to have a section where we can type in the Scope of Works that we can then call on in the template

    3 votes
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  9. AgileCRM Integration

    Can you please add integration with AgileCRM to create contacts and support bringing over custom fields

    3 votes
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  10. 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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  11. Zapier Custom Token Support for Proposals

    I should be able to generate custom proposals with custom tokens passed from my project management software through Zapier and into NiftyQuoter.

    2 votes
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  12. Picture Captions

    It would be really great if at some point we'd could caption pictures. Captions really would come in handy when you have multiple pictures in a quote and you want to help correlate content in the quote with a picture to drive the issues home.

    2 votes
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  13. Discounts for groups

    the discount should apply only to the items above the discount row, up to the group header? Rather than applying it to all items.

    2 votes
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  14. Better manipulation of tables


    1. Ability to add multiple rows rather than single rows

    2. Ability to select columns (can only select rows currently) more like excel

    3. Pressing up or down moves up or down the rows rather than to the previous or next cell

    2 votes
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  15. Menu should stick to top on mobile

    Hey there! Small change you guys need to make...

    On mobile devices in portrait view, the menu should stick to the top as the user scrolls down. That way, it's easier for them to navigate on smartphones.

    2 votes
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  16. 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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  17. 1 vote
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  18. Promo code

    Automatic apply a "promo code" that will update selected fields of the quotation.

    2 votes
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  19. Editing pricing table shouln't be enabled when the proposal is locked

    It's a bummer when you didn't notice the proposal is locked and you've just updated all the prices...

    2 votes
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  20. Add Xero link to Pipedrive deal

    Much like a link to the proposal gets posted to the Pipedrive worksheet, a link to the Xero invoice would be helpful to go directly to the invoice without having to use NiftyQuoter as the go-between.

    1 vote
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