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  1. 30 votes
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    completed  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 26 votes
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    completed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. 22 votes
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    completed  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability for client to be able to login and see all proposals that have been sent to them

    I would love to be able to login to my contractor's accounts that use NiftyQuoter and see all the proposals they have sent to me. Which ones are awaiting review / approval, which ones have been declined, etc. its a pain to try to hunt down the link for each proposal separately.

    I would also like my clients to be able to do the same - login and see all the proposals i have sent them and what their status is.

    16 votes
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    completed  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add multiple choice [tokens]

    The newly introduced custom token functionality could be enhanced greatly by introducing multiple choice options in stead of the single text boxes.

    For example, when you could have a [version] token with the options "standard", "professional" and "enterprise".

    Also for longer text blocks this would be usable, because you can quickly setup a proposal by selecting the right content, without the need to rewrite the same text over and over.

    16 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. xero accounting

    add xero accounting integaration

    14 votes
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    completed  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. introduce custom tokens

    It would be great to use custom tokens like:

    [productversion]
    [current
    situation]
    [ERPsystemused]

    In the old way I would search & replace my Word document or use smart objects. In NiftyQuoter currently is see no way to use such "smart" variables

    11 votes
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    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Payment forms in quote

    Option to select cash payment, card payment or installments

    11 votes
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    completed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. Optional quote items

    Ability to set some quote items as optional

    9 votes
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  10. 8 votes
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    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. User permissions

    Ability to restrict (read or write) access to certain proposals for some users

    7 votes
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    completed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. make it possible to add page-breaks

    Sometimes page endings are placed on illogical places (in PDF output).

    For example if there is only one word or phrase on a new page, it is often better to place an entire paragraph on the next page.

    One possible (and flexible solution) would be: the ability to add page-breaks via the text editor.

    6 votes
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    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 6 votes
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    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. nutshell

    Add a integration with Nutshell CRM.

    6 votes
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    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Optional fields on the approve form

    Next to the obligatory signature I would like to see a possibility to fill in (an obligtory) invoice address by the customer. This currently is often overlooked in the e-mail and causes much rework.

    4 votes
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    completed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Implement SSL via letsencrypt or allow upload of own certificates

    Due to Chrome marking anything not SSL encrypted as unsafe from July onwards I would recommend implementing letsencrypt or give us the ability to use our wildcard certificate with you service.

    https://www.theverge.com/2018/2/8/16991254/chrome-not-secure-marked-http-encryption-ssl

    4 votes
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    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. New permission setting for allowing proposal viewing but not editing

    We would like to allow all of our internal team members to view all proposals, but they should only be able to edit/change their own proposals.

    3 votes
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    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. 3 votes
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    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Prospect can change quantities

    There doesn't seem to be a way to allow the prospect to change quantities on certain items. I think it would be nice to allow quantity changes on some line items and be able to lock the quantity so it can not change on others.

    3 votes
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    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Capsule CRM Integration

    Please consider integrating into Capsule CRM like the other quote apps have and/or with Zapier.com. It would also be a great marketing move.

    3 votes
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    completed  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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