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  1. Header and footer

    It could be nice to have customized header and footer in the pdf version of the quote.

    17 votes
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  2. Full integration with Zoho CRM

    Hi, we are Authorised Consulting Partners for Zoho CRM and we are using NiftyQuoter (which we love) but I have been recommending my CRM clients to use Pandadoc as it integrates seamlessly with Zoho CRM.
    Are there any plans for you to further integrate NQ into Zoho CRM?
    regards

    John

    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. Tracking

    It would be great if you could create an areas we can embed our own tracking scripts like Analytics and Hotjar or if you came up with your own session replay recordings.

    3 votes
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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.

    1 vote
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  6. Is it possible to setup an integration with VTiger crm?

    We use VTiger crm for quite some time now and really would not like to go over to another crm as VTiger is extremely customisable but would love it if you can integrate with VTiger. please let us know

    4 votes
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  7. 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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  8. 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

    1 vote
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  9. Word Export Option

    See if DocRaptor or another plugin/service can help to enable MS Word exports. As much as we hate word, some attorneys want our agreements in word so that they can mark them up for changes.

    1 vote
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  10. 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

    1 vote
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  11. Prevent Proposal Cloning

    Cloning a new proposal is not always a good idea. Especially in a fast growing business. Expecting the sales person to make a proposal from a fresh template each time means you can keep a single source up to date with the latest information and branding policies. We have encountered a number of incidents where client details have accidently gotten into another's proposal. Also if an error occurs early on it goes into everything after. A simple checkbox in the settings to disable cloning across the account would suffice.

    4 votes
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  12. sales tax

    Sales tax calculation using Avalara AvaTax
    https://www.avalara.com/products/sales-and-use-tax/avatax-2/

    This would be helpful for occasional proposals where we do not know the sales tax rate. It should be fairly simple and it would require a customer address to validate.

    The API is free and the most accurate tax calculation is available using the full street address. I would just want to make sure that we could apply a tax rate of 0% for non-taxable lines and maybe set my default tax rate to "Lookup" similar to how Xero does their Avalara integration.

    http://taxratesapi.avalara.com

    6 votes
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  13. Group header with checkbox

    Add a checkbox to a group header, so all items under that group header are optional.

    16 votes
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  14. 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 %

    1 vote
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  15. Zapier Custom Token Support for Proposals

    I should be able to generate custom proposals with custom tokens passed from my project management software through Zapier and into NiftyQuoter.

    2 votes
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  16. Attach PDFs to Capsule CRM Opportunity

    Provide the option of attaching the proposal PDF to the linked opportunity in Capsule CRM, instead of just posting a link

    3 votes
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  17. Integration with Sharpspring

    Could you please integrate with Sharpspring CRM?

    4 votes
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  18. 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

    1 vote
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  19. 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?

    1 vote
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  20. Possibility to select gender as a token

    This would give the possibility to personalize much more the proposal an also the mail-contact to the client.
    like Dear Mister or dear Misses
    we like this things pretty much in Germany

    4 votes
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