General

  1. Build an Auto-Save Feature for Preview

    When building a proposal, the preview option doesn't automatically save the Proposal I'm building. Once clicked, any unsaved information is lost. There should at least be a warning that this could happen.

    5 votes
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  2. Dropdown menu for similar options

    Ability to add a drop down for grouped options.

    Product £100
    Product variation 1 +£20
    Product variation 2 +£30

    4 votes
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  3. 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
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  4. 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
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  5. 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
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  6. 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
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  7. 1 vote
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  8. 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
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  9. 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
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  10. 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
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  11. 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
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  12. 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
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  13. 8 votes
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  14. 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
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  15. 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
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  16. 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
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  17. Add a token for the total amount of discounts

    It would be helpful to add a token of the total amount of discounts given in the quote so you can reference it in your text.

    4 votes
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  18. Allow prepopulation of proposal via url parameters

    Hi,
    I want to reduce double entry by pre-filling a proposal form from our CRM. The idea would be I'd click on a link like niftyquoter.com/newproposal?firstname=Bat&last_name=Man&email=batman@robinsucks.com&phone=3214324324&company=The Dark Night

    and it would pre-fill a proposal with those details.

    3 votes
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  19. Ability to mark client as tax exempt

    We have quite a few customers that are tax exempt organizations. It would be nice to be able to mark the client as tax exempt (or even to set a tax rate) and not have to remember to go through each line item on a quote to set tax to 0%. It looks very unprofessional if we miss something and they think we do not care enough to make their quotes accurate.

    4 votes
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  20. Portuguese-BR

    Translate the backend to Portuguese-BR pleaseeeee

    I can help you!

    3 votes
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