General

  1. new user permission

    new user permission where the user could see only the content of the proposal, not the value, because it has proposals that I do not want employees to know of the values.

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  2. teamwork integration - Adding quote lines to teamwork Billing

    Hi,

    As Teamwork integrates with Niftyquoter and the task are able to transfer, it would be great if the quote value could be added to the Teamwrk billing section

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  3. WORKFLOW AUTOMATION

    what if a sales person provided a price above his authority level, this need to be approved based on a work flow, do you have workflow features in your service?

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  4. Allow archiving from proposal overview

    When I want to archive a proposal, usually I put in a note first. Then I have to go back to the proposal list, find it, and archive it. It would be slick to do it right from the overview page.

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  5. Import Google Writing Correction

    Every E-Mail Text by Overview, I have to copy put it in an other Programm for Writing correction.

    Can you insert Google Correction function. That will be nice
    for all Niftycouter users.

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  6. Editable quantity at pricing table level

    I use pricing tables to group items when I want a subtotal without line totals. It would take this to the next level if it was possible to change the quantity of all the items in the group at once.

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  7. Merge Proposal

    While cloning proposals would be great if we could merge two or more proposals!!

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  8. Allow for custom naming of folders in custom domain

    It would be helpful to have the option to choose the sub-folder names when using a custom domain. We use Nifty Quoter for both proposals and agreements. It would be nice if both types of forms didn't end up in the automatically named "Proposals" sub-folder in our custom domain.

    If it were possible, we'd do this:

    Proposals would go to customdomain.com/proposals/xxxxx

    Agreements would go to customdomain.com/agreements/xxxxxx

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  9. Attach PDF's / Link to Niftyquoter quote from within teamwork

    Hi,

    It would be great if a PDF of the quote could be attached to the the teamwork project / Like Xero there was a link back to the Niftyquoter quote. To top it off would be the ability for the quote to create lines in Xero Billing according to the niftyquoter pricing tables

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  10. add a "Flag for followup" feature

    I really wish I could flag a proposal for follow-up on a particular day (and that date would show up and be sortable in the proposals list page)

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  11. Locked Proposals

    I'd like the ability to require a client to enter an email and name prior to viewing a proposal so if they forward this to other people we can see who has viewed it and ideally where they are located.

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  12. Integrate links to NQ Proposals into the Freshbooks Estimates list

    I use Freshbooks for invoicing and love that i can send approved proposals/estimates from NiftyQuoter straight to my Freshbooks account (although there are some issues that need to be fixed with this - if the the client already exists it doesn't apply and instead creates a new duplicate of the client, and the converted proposals don't link up to 'projects' in Freshbooks) ... but anyway .... It would be a great improvement in the NiftQuoter to Freshbooks integration if proposals in NQ showed up in the "Estimates" list in Freshbooks - just a link to the proposal is all that…

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  13. Import 1 client at a time from pipedrive as needed

    Import 1 client at a time from pipedrive as needed. I imported all my contacts from pipedrive but only wish to have the ones with active items in nifty... it would be great to import selected records only as an option as well.

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  14. add contractors

    the proposal can easily be adapted to contracts with vendors... that would be great and it is something that competitors who are much more expensive

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  15. Job site directions and scope of work

    i would like to see the ability to print out the following:
    1. pdf with the job site directions using (Google Maps).
    2. Scope of work
    3. job images
    4, notes section for Forman

    because this is going to employs it would need to exclude the pricing table and videos ect..

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  16. 1 vote
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  17. Links clicked statistics

    I would love to be able to have some way to know if links in the proposal have been clicked on - and know more about the interaction with the proposal in general. sections viewed - links clicked, if they play around with optional list items / quantities, etc. anything along those lines helps :)

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  18. Have an easy way to add or toggle on/off tags in the proposal list.

    I guess I'm like many and have a tag which is linked to a follow up email. In my case it fires 4 days after sending the proposal and it a simple follow up. However in that intervening 4 days I get quite a few questions, etc which make the follow up email redundant. And it's a pain going into each proposal to add/remove the tags.

    It would be much easier if we could add/remove tags from the proposal list.

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  19. New client Quick action

    It would save clicks to add this Quick action to the edit person page.

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  20. Preview page layout for page sizes

    It is annoying to have to download a quote every time you wish to see if the formatting is correct.
    Just like in word can the page size be set either when laying out a page or a print preview button that shows if the format is not correct?

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