General

  1. New client Quick action

    It would save clicks to add this Quick action to the edit person page.

    1 vote
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  2. Husband / Wife

    Would love to see the ability to add another person to customer entry. Have a customer right now who is to sign our proposal, along with their town's permit application and all names have to match. Husband and wife have different last names, same house. Would love to be able to add her to the existing customer entry where I only entered his name originally.

    Also, is this way too much of a stretch? Can you imagine a day when we enter the address and town, and somehow magically, data from USPS.com auto populates their zip code? How much time…

    1 vote
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  3. Add multiple pictures in a quote description

    It would be nice to be able to add more than 1 picture to a quote table in the description area. Sometimes you want to do a rollup, with a total cost for a multi part system and it would be nice to be able to use at least 3 graphics in that area. Also, it would be nice to have a few more formatting options in the description areas in the quote table.

    9 votes
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  4. allow for the ability to change the way hours add up on a proposal.

    Our company uses hours as a way to describe how much time will be spent on a specific service. When adding hours to a proposal, the cost is separated from the total. For example, If we add 2 line items, one is not "per hour" while the other is. At the bottom of the pricing box, the total will show as $10,000, while the total per hour will show $4000, even though it is really 40 hours at $100 per hour. The same issue has occured when selling a 3 month package. We are charging $2,000 per month, for 3…

    1 vote
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  5. Add 'background colour' to text formatting options

    While formatting text in proposals, please add option add a background colour to text.

    This will help the appearance of text over background images in themes.

    3 votes
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  6. Allow archiving from proposal overview

    When I want to archive a proposal, usually I put in a note first. Then I have to go back to the proposal list, find it, and archive it. It would be slick to do it right from the overview page.

    1 vote
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  7. Allow Manual Triggering Of Auto Actions

    I like auto action feature but it would be great if you could send the reminder on demand vice just based on preset conditions. Sometimes I just want to manually trigger a reminder for specific customers, like a button that says, send reminder on the proposal overview screen. That would be great.

    6 votes
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  8. 1 vote
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  9. Better manipulation of tables


    1. Ability to add multiple rows rather than single rows

    2. Ability to select columns (can only select rows currently) more like excel

    3. Pressing up or down moves up or down the rows rather than to the previous or next cell

    2 votes
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  10. In Pipedrive, allow choice of fields for quote value entries

    We use the "Value" field in Pipedrive to track the deal's profit (we pay commissions on profit) not the total deal amount. We setup a custom field to hold the total deal amount. It would be great in the Pipedrive integration screen if you allowed the user to cross define which fields hold the profit amount of the quote and which field holds the total quote amount.

    9 votes
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  11. WORKFLOW AUTOMATION

    what if a sales person provided a price above his authority level, this need to be approved based on a work flow, do you have workflow features in your service?

    1 vote
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  12. FreeAgent integration

    It would be great to be able to connect FreeAgent and Niftyquoter, for example to sync contacts, projects and most of all estimates.

    3 votes
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  13. dashed lines or underscores for totals and subtotals

    The alternating colors for rows helps a lot. But it would be nice if each section had dashed under line, then double for grand total.

    Base Fee ............$299

                         ----------
    

    SubTotal .............$299

    item 1 .................$100
    Item 2 .................$100

                          ----------
    

    SubTotal.............$200

                          ----------
    

    Grand Total .......$499

                         ======
    

    1 vote
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  14. ability to archive multiple proposals by selecting multiple

    I've got 6 pages of proposals to manage (from my two sales folk). I want to be able to select multiple proposal and delete/archive. Currently you can only do it one by one?

    /proposals page.

    3 votes
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  15. Ability to edit dates for approval or rejection

    Sometimes we get a verbal approval or rejection and won't remember to go back and change the status until a month later when we're reviewing outstanding items in NQ. This messes up our stats. Also we just started using the rejection reasons feature and wanted to go back and add a reason to all our old rejected quotes but if we did that it would mark the quote as rejected as the current date.

    5 votes
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  16. Add a HELP button to our dashboard.

    There doesn't seem to be a link once you are logged in to jump across to this help portal. I had to go back to the main website home page to find a Support link that brought me here...

    1 vote
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  17. Nutshell Integration

    Please allow Nutshell customers who integrate via API to customize how their Accounts/Contacts/Leads are handled in Niftyquoter. Rather than treat Accounts as companies, Contacts as people, and Leads as sales, we would like to customize these as this setup may not be ideal for every industry."

    1 vote
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  18. Import 1 client at a time from pipedrive as needed

    Import 1 client at a time from pipedrive as needed. I imported all my contacts from pipedrive but only wish to have the ones with active items in nifty... it would be great to import selected records only as an option as well.

    1 vote
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  19. Ask for the name of who is viewing for the proposal so i can see who it is shared with


    1. Can I have a proposal require the first name and last name of the person viewing it.
      a. I have no way of knowing when they share the link the link around.
      b. I would love for the page to require a first name and last name to be viewed each time it is viewed with a new user session.
      c. This is how tinder does it http://121ecommerce.mytinder.com/view/edressme-development-and-maintenance-package-options/login?version=1

    1 vote
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  20. cc and bcc in comments page.

    Of real benefit would be to be able to cc and bcc a comment/discussion. This would allow relevant stakeholders in the organisation to be kept informed of developments of a proposal should the need arise.

    1 vote
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