General

  1. One of the most important features missing is a LINK between proposals revisions

    When we make a copy of a revision because customer for example wants to have other prices or other units, there is some features missing:


    • ability to have a link to the past proposals


    • ability to automatic create names of proposals based in a reference, like ProposalV1, ProposalV2


    • and very important, when copy a proposal, software should ask if we want to copy also the conversation and discussions.


    We need to know what conversations lead to that particular revision.

    8 votes
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  2. Service item with one-time cost + recurring cost

    Hi,
    We'd have some services like "a particular module" with one-time cost $ 1'000 and $ 10 / month.

    It'd be great to get this item on single item line.

    Thanks

    1 vote
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  3. iOs and Android improvements

    Hi,

    It would be nice if you could improve the support for mobile devices. It's very difficult to edit quotes in those devices because the drop down menus don't work, and also you can't add rows and move them. I have an iPad that I use with clients and it would be extremly useful if I can quote them right in the meetings.

    15 votes
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  4. Integration with MS Dynamics CRM

    Integrate with MS Dynamics CRM. Load accounts/contacts in NiftyQuoter. Close opps in Dynamics when approved in NQ would be nice.

    9 votes
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  5. 10 votes
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  6. Add Expired to the Dashboard pie chart

    Currently, the pie chart shows percentage of proposals that were actively rejected by the client, but there's no way to identify proposals that were passively rejected (viewed, but client never actually rejected the proposal, they just let it expire). It looks like these proposals will be forever included in the Viewed percentage, which skews that metric. We'd like to see how many proposals expire with no response from the client in the chart.

    3 votes
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  7. google apps login integration

    Would be awesome guys if you had google apps login integration, to allow more seamless login from google apps. would help you open up your app to the whole google apps marketplace.

    44 votes
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  8. 12 votes
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  9. 1 vote
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  10. Allow for custom naming of folders in custom domain

    It would be helpful to have the option to choose the sub-folder names when using a custom domain. We use Nifty Quoter for both proposals and agreements. It would be nice if both types of forms didn't end up in the automatically named "Proposals" sub-folder in our custom domain.

    If it were possible, we'd do this:

    Proposals would go to customdomain.com/proposals/xxxxx

    Agreements would go to customdomain.com/agreements/xxxxxx

    1 vote
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  11. discussion inbox widget

    It would be awesome guys if you added some sort of inbox widget to the dashboard where we would be able to see any new comments left by clients, and be able to hit reply and answer it right there within the window or modal popup. It would only show those that are new and we have not responded to yet.

    3 votes
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  12. Add an independent tab / area to organize and edit the content library.

    In addition to the extremely long list of content items running down the LH side of a proposal in editing mode, it would be good to have a tab for keeping this library of content organized. Ideally, having tags or folders for sections or types of content would also help to have the accordion of content that you need to drag into the proposal expand and contract without scrolling forever to get to the snippet of content you need to use.

    5 votes
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  13. Supplier Info

    Hi,

    In the proposal tab a supplier field would be great to add the supplier costs and who is the supplier, but these info shows just to the user to make easier to track supplier/costs used in the proposal.

    Many thanks,

    4 votes
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  14. Text Block Library Per Template

    Templates can be for COMPLETELY different agreements. So wading through all of the Text Blocks that aren't relevant is going to not scale well when you have lots of different agreement templates.

    1 vote
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  15. Discounts for groups

    the discount should apply only to the items above the discount row, up to the group header? Rather than applying it to all items.

    2 votes
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  16. Team Collaboration

    It would be nice for the team to be able to make suggestions at the section and/or content block level from the editing screen which could then be marked for progress (maybe stages like: new comment, under review, in progress, complete, rejected).

    5 votes
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  17. 1 vote
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  18. Compose emails from saved paragraphs

    Ability to compose emails using prepared paragraphs / sentences

    6 votes
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  19. Select a different currency in a proposal

    Sometimes we send proposals in USD or EUR, and sometimes a mix of both in a single proposal, i.e. some items would be in GBP, some in USD. Would be really helpful to be able to select a currency for each line item.

    8 votes
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  20. Sugar CRM

    another crm to your list please!

    3 votes
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