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49 results found

  1. Add multiple choice [tokens]

    The newly introduced custom token functionality could be enhanced greatly by introducing multiple choice options in stead of the single text boxes.

    For example, when you could have a [version] token with the options "standard", "professional" and "enterprise".

    Also for longer text blocks this would be usable, because you can quickly setup a proposal by selecting the right content, without the need to rewrite the same text over and over.

    16 votes
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    1 comment  ·  Admin →

  2. User permissions

    Ability to restrict (read or write) access to certain proposals for some users

    7 votes
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    completed  ·  1 comment  ·  Admin →

  3. API

    Basic API for manipulating proposals and clients

    3 votes
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    completed  ·  3 comments  ·  Admin →

  4. Proposal expiration date

    Dear Nifty Quoter,
    Your product looks great and definitely on par and better in many ways than Quote Roller (my current provider). The one challenge I have is that with QR, when I finish creating a quote it asks for an expiration date and that date shows up on my proposals. By doing this, I don't have to worry about client's sending me invalid contracts. With your solution it's suggested I use the proposal date token and put language in referencing an expiration date. It's a manual process I don't need to do with Quote Roller. I would love to…

    2 votes
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    completed  ·  0 comments  ·  Admin →

  5. hourly pricing

    We have certain services which are billed at an hourly rate as they are utilized. It would be nice to have an hourly option in the quote builder.

    3 votes
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    completed  ·  0 comments  ·  Admin →

  6. Pipedrive integration - advanced

    • value of Pipedrive´s linked deal should be updated with value of proposal, no matter its status after every save in NiftyQuoter
    3 votes
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    completed  ·  1 comment  ·  Admin →

  7. When sending an email select only some of the recipients

    3 votes
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    completed  ·  0 comments  ·  Admin →

  8. HTML emails

    0 votes
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    completed  ·  0 comments  ·  Admin →

  9. nutshell

    Add a integration with Nutshell CRM.

    6 votes
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    completed  ·  0 comments  ·  Admin →

  10. Record PDF downloads as well as proposal views

    One of the most valuable metrics is the number of views a proposal has and the amount of time it was looked at. However we are finding that clients are going to the proposal page and immediately downloading the PDF, so we just get a "viewed for 1 minute" indicator in the stats. Would be very valuable to know if the PDF was downloaded or whether the "viewed for 1 minute" meant that the client hasn't actually looked at it yet.

    3 votes
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    completed  ·  0 comments  ·  Admin →

  11. make it possible to add page-breaks

    Sometimes page endings are placed on illogical places (in PDF output).

    For example if there is only one word or phrase on a new page, it is often better to place an entire paragraph on the next page.

    One possible (and flexible solution) would be: the ability to add page-breaks via the text editor.

    6 votes
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    completed  ·  0 comments  ·  Admin →

  12. introduce custom tokens

    It would be great to use custom tokens like:

    [product_version]
    [currentsituation]
    [ERP    system_used]

    In the old way I would search & replace my Word document or use smart objects. In NiftyQuoter currently is see no way to use such "smart" variables

    11 votes
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    completed  ·  0 comments  ·  Admin →

  13. Payment forms in quote

    Option to select cash payment, card payment or installments

    11 votes
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    completed  ·  1 comment  ·  Admin →

  14. Text block library

    8 votes
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    completed  ·  0 comments  ·  Admin →

  15. Scroll

    That you can go to next sections of the proposal scrolling down. It will improve the UI

    1 vote
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    0 comments  ·  Admin →

  16. Analytics for proposals

    3 votes
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    completed  ·  0 comments  ·  Admin →

  17. Capsule CRM Integration

    Please consider integrating into Capsule CRM like the other quote apps have and/or with Zapier.com. It would also be a great marketing move.

    3 votes
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    completed  ·  2 comments  ·  Admin →

  18. Create template from existing proposal

    1 vote
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    completed  ·  0 comments  ·  Admin →

  19. Optional quote items

    Ability to set some quote items as optional

    9 votes
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    completed  ·  0 comments  ·  Admin →

  20. Completely customizable proposal themes by changing CSS

    Useful for advanced users, web designers and IT people.

    1 vote
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    completed  ·  0 comments  ·  Admin →
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