General
49 results found
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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 votesSolved by suggesting possible values from other proposals.
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User permissions
Ability to restrict (read or write) access to certain proposals for some users
7 votes -
API
Basic API for manipulating proposals and clients
3 votes -
Proposal expiration date
Dear Nifty Quoter,
Your product looks great and definitely on par and better in many ways than Quote Roller (my current provider). The one challenge I have is that with QR, when I finish creating a quote it asks for an expiration date and that date shows up on my proposals. By doing this, I don't have to worry about client's sending me invalid contracts. With your solution it's suggested I use the proposal date token and put language in referencing an expiration date. It's a manual process I don't need to do with Quote Roller. I would love to…2 votes -
hourly pricing
We have certain services which are billed at an hourly rate as they are utilized. It would be nice to have an hourly option in the quote builder.
3 votes -
Pipedrive integration - advanced
- value of Pipedrive´s linked deal should be updated with value of proposal, no matter its status after every save in NiftyQuoter
3 votes -
3 votes
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0 votes
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nutshell
Add a integration with Nutshell CRM.
6 votes -
Record PDF downloads as well as proposal views
One of the most valuable metrics is the number of views a proposal has and the amount of time it was looked at. However we are finding that clients are going to the proposal page and immediately downloading the PDF, so we just get a "viewed for 1 minute" indicator in the stats. Would be very valuable to know if the PDF was downloaded or whether the "viewed for 1 minute" meant that the client hasn't actually looked at it yet.
3 votes -
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 -
introduce custom tokens
It would be great to use custom tokens like:
[product_version]
[currentsituation]
[ERPsystem_used]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 -
Payment forms in quote
Option to select cash payment, card payment or installments
11 votes -
8 votes
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Scroll
That you can go to next sections of the proposal scrolling down. It will improve the UI
1 voteHi Alejandro,
proposals can be now scrolled through without the need of switching the sections in the left menu.
Regards,
Vaclav -
3 votes
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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 -
1 vote
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Optional quote items
Ability to set some quote items as optional
9 votes -
Completely customizable proposal themes by changing CSS
Useful for advanced users, web designers and IT people.
1 vote
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