General

  1. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. control over page numbering

    Great job with this app! Very well done and good fit with workflow and configurability.

    Suggestions:
    1. I would like to be able to avoid having the page number on the cover page - it shouldn't go there.

    1. Would like to be able to format the footer like you can in Word, so i could put a small logo in the right and "page: [page#]" in the left, for example.

    2. Please also implement table of contents functionality. This is a requirement for long proposals and really necessary for a professional looking document.

    3. more control over the cover page, like ability…

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Boxed / Grid display style for proposals list

    Would be great to have some different display styles for the proposals list. i.e. i personally would really like to see a boxed/grid type display:

    Tile / card / boxed / grid view: each proposal as a box showing:
    - company / proposal name
    - created date
    - [state] date (i.e.: approved date, etc)
    - tag/s
    - totals: proposal total, expenses total, profit total

    With the ability to group by company, sort by date, and other grouping and ordering options.

    Hover over the boxes and get the button/links (overview, quote, content, preview, clone, archive, delete) - or have these buttons…

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Links clicked statistics

    I would love to be able to have some way to know if links in the proposal have been clicked on - and know more about the interaction with the proposal in general. sections viewed - links clicked, if they play around with optional list items / quantities, etc. anything along those lines helps :)

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Show Expenses Totals along with total and profits

    Would be great if in the list view where it shows the numbers for Proposal Total and Proposal Profit, for it to also list the numbers there for the Expenses. I find myself constantly pulling out the calculator to grab that number. would be so helpful to be able to quickly see it in the list along with the other numbers.

    Would also be great to see the expenses total at the bottom of the quote creation form along with the total and the profit figures.

    And lastly, it would be great if the grouped areas in the quote form…

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Redesign Proposal Overview Page

    The more I use niftyQuoter, the more it seems i am evolving to using it not only as a place to create project proposals / estimates, but also as a sort of file cabinet of my projects - the starting point for my project management funnel.

    I think the other idea i posted here for the option to display the proposals list in a boxed/grid type view

    -plus-

    a redesign of the proposal overview page could provide more usefulness for NQ through the layout/design :)

    For me, it would be great to see the Porposal Overview page redesigned to be…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Integrate links to NQ Proposals into the Freshbooks Estimates list

    I use Freshbooks for invoicing and love that i can send approved proposals/estimates from NiftyQuoter straight to my Freshbooks account (although there are some issues that need to be fixed with this - if the the client already exists it doesn't apply and instead creates a new duplicate of the client, and the converted proposals don't link up to 'projects' in Freshbooks) ... but anyway .... It would be a great improvement in the NiftQuoter to Freshbooks integration if proposals in NQ showed up in the "Estimates" list in Freshbooks - just a link to the proposal is all that…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Display proposals for company or contacgt

    When viewing a company or contact it would be great to display a list of proposal for that company or contact on the same page.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Require approval before pay button is active

    I find that customers sometimes get confused and do not use the approve button but go ahead and pay for their quote. It would be great if the pay button was disabled until the quote was approved.

    Also if you could add a status of Paid that follows Approved to show that they not only approved but have successfully paid with an approval.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Magic Token calculated dynamically

    Hello,

    It'd be great to have some magic token calculated dynamically, like :
    [amountprepaiement] = 30% of FULLPRICE
    [date
    milestonesuggested1] = SENTDATE + 30 days
    [date
    milestonesuggested2] = SENT_DATE + 60 days

    ....

    thanks ;-)

    15 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. 8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Forum for Community of Nifty Users

    I think it would be very useful to interact with other Nifty users to Q&A best practices and talk about new features.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. add a "Flag for followup" feature

    I really wish I could flag a proposal for follow-up on a particular day (and that date would show up and be sortable in the proposals list page)

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Graduated Discounting for multiple quantities

    Our pricing has graduated discounting, ie. 1st item full price 2-5 10% discount, 5 or more 20% discount. It would be nice to be able to be able to apply these discounts to specific line items.

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

General

Categories

Feedback and Knowledge Base