41 results found
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Time Stamp of when proposal was created, sent off and signed
For insurance purposes, I need there to be a time stamp on my PDF proposal. Time of creation, time sent and signed.
2 votes -
Add cost per unit and linear foot to other costs
I would like to model a cost per unit and per linear foot in the other costs section of my template.
1 vote -
Confirmation dialogue for E-proposal
I would a confirmation dialogue to appear after my clients have signed the e-proposal. Confirming that they have accepted the offer and will be contacted by one of my reps.
1 vote -
Drag and drop feature to put extra files in order
I would like a drag and drop feature to put extra files in order of how I want my clients to view them.
2 votes -
Option to add adders to a FastQuote Template
This feature would allow you to include adders on top of the standard $ / SQ selling price for a FastQuote template
3 votes -
Render image previews of PDF attachments on Roofgraf proposal (web version)
This user would like the PDF attachments under Project Files to render as an image rather than an icon on the web version of the proposal.
1 vote -
Factoring in waste to BOM
BOM doesn't account for waste. When we order a roof we typically order while taking waste into account. We generally only do this for underliner and shingle. It isn't a major issue to go in and manually add the additional material but if we had an option to have certain items account for waste that might help to automate the estimator further.
1 vote -
percentage tool that affects individual items or entire project
A percentage tool would be nice. We do large insurance projects as well as retail that involve more than just a roof and being able to, for example, add O+P to the total project would be nice.
1 vote -
Multy buildings
Need to be able to number buildings for apartment complex or building complex.
1 vote -
Clone Roofgraf project
This user would like to clone a project in Roofgraf.
The purpose would be to sell the job, then create a "shadow project" that can we accessed by the sub, who can evaluate the drawing and update pricing as needed.
The prime will eat the difference but use that information to better price the job on future projects.
1 vote -
roll roof by pitch
ROLL ROOF SQ PRICE BY PITCH
1 vote -
Have Customer's home as background of Proposal
I would like my customer's home to appear as the background to the proposal, I know that we can add our own background images in the company settings page, however this does not allow me to customize individual proposals.
1 vote -
Add company website and address on proposal
I would like my website and company address to appear on the proposal
1 vote -
Ability to show / hide line item costs on proposal
I would like the feature to show/hide line item costs.
When sending over a quote to my client i would like the ability to download the quote into a PDF with the price per line item showing so i can provide this to the Insurance company (as it is REQUIRED in Montana) and then turn it back off to then be able to send that same quote to my client through email(Or pdf) just showing the statement of work.
3 votes -
Include Claim Number on Roofgraf Proposal
This user would like to add a Claim Number to the Client Info section of the web & pdf versions of the proposal. This will help for reference purposes when sharing the proposal with the insurance company.
3 votes -
Product Visualizer on Roofgraf Proposal
This user would like to add the 3D model generated in Roofgraf's drawing tool to his proposal. He would also like to show his customer what each shingle color would look like on that model.
10 votes -
Customer must initial when selecting shingle color
This user would like to require that their customer initials the quote when selecting the shingle color. This will help to resolve any disputes that may arise later if the customer changes their mind after materials have been ordered.
3 votes -
Display Public Notes on webquote and PDF proposals
This user would like to record Public Notes on his Roofgraf projects. These would track interactions with the customer and would populate a Comments section on the webquote and PDF version of the proposal. This would be useful when presenting the proposal to the Homeowner, to keep a record of their interaction and settle any disputes, and also when presenting to the insurance company.
1 vote -
Squares/Sqft shown on proposal
User wants to have the square footage shown as an option on the proposal so the customer can see
2 votes -
Print all Good / Better / Best options on one PDF proposal
This user would like to include all Good / Better / Best options on one PDF proposal
2 votes
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