General

  1. Scope of Works

    Hello, under the Edit Proposal and Edit Quote tab, it would be great to be able to have a section where we can type in the Scope of Works that we can then call on in the template

    3 votes
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  2. Button to collapse all quotes details

    My quotes have a lot of lines, and I'm often pressing 'Save'... so, all my quotes table details are expansed each time, I press 'Save'.

    Could you add an link/button to collapse everything at once ? It'd be very useful. thanks

    3 votes
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  3. Copy-duplicate items

    I would like to copy- multiply price items in table. It would give much save in works.

    3 votes
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  4. Merge Proposal

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

    1 vote
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  5. Picture Captions

    It would be really great if at some point we'd could caption pictures. Captions really would come in handy when you have multiple pictures in a quote and you want to help correlate content in the quote with a picture to drive the issues home.

    2 votes
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  6. 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.

    1 vote
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  7. Connect with Google Spreadsheets

    It would be great to have price templates fed directly from google spreadsheets. I currently have to export each one to csv, then import them on Niftyquoter every time I change prices.

    6 votes
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  8. 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.

    1 vote
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  9. AgileCRM Integration

    Can you please add integration with AgileCRM to create contacts and support bringing over custom fields

    3 votes
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  10. Roles to certain Proposal tags only

    I would like to restrict access to some user to certain proposal tags only. Also woulde be useful to restrict access to certain themes and templates.

    4 votes
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  11. Add a gallary function

    Hello ... we just started using your service, and so far it's a pretty cool tool. We're an advertising agency and our proposals often require we submit creative samples. We'd love to see you guys add some functionality that would allow us to build a gallery/portfolio of work

    5 votes
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  12. 4 votes
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  13. Promo code

    Automatic apply a "promo code" that will update selected fields of the quotation.

    2 votes
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  14. Could you please add quantity total field in price table

    5h ....item1...costs 10
    2h ... item 2....costs 5
    .....................
    total 7h costs 15

    4 votes
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  15. Automatic proposal status change on full payment to approved

    Hi Nifty,

    Can we please put in code to automatically change proposal statuses to approved when payments have been processed, tallying to the total proposal amount, via Stripe or PayPal buttons?

    5 votes
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  16. Know who is visiting our proposal (user, ip, location...)

    When client read our proposal we've got notification by email. It will be nice to understand 'who' is reading the proposal.

    Could we add on these email :
    - IP's client
    - Location's client ?
    - session's client... or some indication to know if there are severals persons reading our proposal in same time. Some organisation just forward email to colleague so we missed individual tracking.

    3 votes
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  17. Integration with Service M8

    Service m8 is award winning job scheduler. It would be ideal to set a approved job into service m8

    7 votes
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  18. 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..

    1 vote
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  19. 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.

    1 vote
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  20. 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.

    1 vote
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