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  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.

    1 vote
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  2. 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.

    1 vote
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  3. 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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  4. Integrate with MYOB

    Integrate with MYOB

    1 vote
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  5. 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

    1 vote
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  6. Search

    Search function - would be good to upgrade the search capability, so that if I type in a search term and hit enter I get a webpage that lists all the proposals returning that term? At present I just get a preview showing two results and have to scroll down through the results

    1 vote
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  7. ter modelos de conteúdos prontos.

    olá, gostaria de sugerir em criar modelos de conteúdos prontos, quando eu for inserir uma section ou text, ele aparece-se uma opção de escolher modelos de conteúdos prontos que eu cadastrei antes, e se eu mexesse nesses modelos iria alterar em todos as propostas, porquê da muito trabalho hoje quando tenho que mexer em algum conteúdo que é o mesmo em todas os modelos de propostas, tenho q entrar 1 a 1, isso facilitaria um monte.

    1 vote
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  8. 0 votes
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  9. 0 votes
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  10. 0 votes
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  11. Prospect activity reports

    What I'd love to see is any type of graphical trending reports such as:

    1) number of people who opened the proposal by day
    2) avg amount of time spent viewing the proposal by day
    3) number of comments posted by day

    That would help us analyze levels of activity by our prospects.

    I could also imagine those specific reports being able to aggregate up for all proposals and being available via the dashboard

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  12. 0 votes
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  13. Conditional discount rows

    Discount rows would be applied only if the total value of a proposal is higher than a certain value. E.g. apply 20% discount only when the total value (including selected optional items) exceeds $10000.

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  14. Force required "Expiration date"

    it could be nice for us to have "expiration date" required before to be able to get the link of the proposal.

    Thanks to add this little option ;-)

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  15. 0 votes
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  16. 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.

    0 votes
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