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156 results found

  1. Add a HELP button to our dashboard.

    There doesn't seem to be a link once you are logged in to jump across to this help portal. I had to go back to the main website home page to find a Support link that brought me here...

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  2. dashed lines or underscores for totals and subtotals

    The alternating colors for rows helps a lot. But it would be nice if each section had dashed under line, then double for grand total.

    Base Fee ............$299
    ----------
    SubTotal .............$299

    item 1 .................$100
    Item 2 .................$100
    ----------
    SubTotal.............$200

                          ----------

    Grand Total .......$499
    ======

    1 vote
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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. Address lookup like Xero's "Find address:"

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  5. 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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  6. allow for the ability to change the way hours add up on a proposal.

    Our company uses hours as a way to describe how much time will be spent on a specific service. When adding hours to a proposal, the cost is separated from the total. For example, If we add 2 line items, one is not "per hour" while the other is. At the bottom of the pricing box, the total will show as $10,000, while the total per hour will show $4000, even though it is really 40 hours at $100 per hour. The same issue has occured when selling a 3 month package. We are charging $2,000 per month, for 3…

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  7. Husband / Wife

    Would love to see the ability to add another person to customer entry. Have a customer right now who is to sign our proposal, along with their town's permit application and all names have to match. Husband and wife have different last names, same house. Would love to be able to add her to the existing customer entry where I only entered his name originally.

    Also, is this way too much of a stretch? Can you imagine a day when we enter the address and town, and somehow magically, data from USPS.com auto populates their zip code? How much time…

    1 vote
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  8. Customized headers on Quote Template

    Hi I think it would be useful if you could amend the displayed field name for the column headers in the quote template. Also some basic spreadsheet arithmetic would be useful.
    I'd like to replicate our configuration spreadsheet that includes some logic that says if the customer orders 2 instances then double the quantities. Something along those lines would be great.

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  9. New client Quick action

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

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  10. 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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  11. 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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  12. customize approval email

    I'd like to be able to add a token (address) to the email I receive when a proposal is approved. Similar to how the translation section allows editing the email I receive when a comment is made.

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  13. 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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  14. Merge Proposal

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

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  15. 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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  16. 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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  17. Howdy Gang

    Just wanted to say recently learned about the Profit $'s can i suggest that you might want to have an additional field indicating the profit Margin by %

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  18. 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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  19. 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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  20. REST call action automation

    It would be great if we could send a REST call after actions like you currently have automated emails most systems these days accept REST and it would be nice to be able to send a REST call on a quote acceptance to enter the quote details into a system such a project management and initiate a project using this method. Its a simple feature to add and would help with generic system integration

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