Nimble
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This forum is for feature requests for Nimble to help us gauge what would help you be happier with Nimble.
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114 results found
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Add last date contacted (automatically loaded) to deals overview page
This way you can scan down the deals list at a glance and see which have not been contacted recently.
89 votesHi,
Thank you for submitting this feature request. We are currently working on finalizing our “Last contacted date” feature for Contacts and once this is rolled out, we will review whether or not we will add this to Deals.
It definitely seems to be a useful feature so we have placed this “Under Review”. To show our Product team that this is essential for Nimble, please share this idea and have other vote for it!
Best regards,
Joseph
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9 votes
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4 votes
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Allow us to add a company on the fly while on the deal form if the entered company doesn't exist
When you type in a company that doesn't exist, allow it to be auto-created on the fly.
10 votes -
Attach specific emails to deals rather all correspondence with a contact.
This is a dialogue with Garick. See below:
Hi Reece,
I apologize that it's taken a few days to get back to you and I
had wanted to see if I might get a better idea as to when we might be
able to offer such a feature upgrade. It seems that our development
team is quite slammed at the moment and I believe we're focused on
releasing a public API as well as mobile solutions.I can definitely see your point of needing to have the messages
to be a bit more filtered and refined within the deals tab…
72 votesHi,
We do not plan to change how we sync messages to Deals in Nimble at this time.
We are currently focused on other areas of the application, and if this feature receives enough votes, we will reconsider it.
Thank you for your feedback and support.
Best regards,
Joseph
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Customized Deal amount
By: Stephen Feldman
It would be nice to have a customized deal amount category such as $500k for 25% as opposed to just a dollar figure.
1 voteOutdated feature request.
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Wave Accounting Integration
Wave Accounting Integration - Wave is a micro/small business, cloud based accounting package. Ability to flow deals to invoices and contacts to customers.
20 votes -
docusign
this would be a great add on, having contracts done, with the deals sections.
3 votesHi,
We don’t currently have a DocuSign integration but we do integrate with RightSignature and Quote Roller.
For more details, please see our integration pages here:
Until this receives enough votes, we will leave it as pending review.
Best regards,
Joseph
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Allow entry of monthly payments in deals
A lot of the deals we add to nimble include some form of regular payment, such as hosting. It would be nice to be able to record these elements on deals.
Currently I just leave them out of the deal and just add in the capital cost to the client.12 votesHi,
As of right now, we envision the deal tool in Nimble to be for deals that occur once so I am declining this feature request for now.
If we receive enough votes on this feature, we will open it back up for review, but for now, we must decline it.
Best regards,
Joseph
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Edit deal stage in deal 'dashboard'.
It would be nice to have the ability to change the deal stage in the main deal screen (or deal dashboard) via a drop-down menu.
18 votes -
Allow interactions in gmail to assign tasks and messages to deals
Allow interactions in gmail to assign tasks and messages to deals like Zoho Projects. Instead of having to be in Nimble to do everything, if I am in Gmail and I get an email with a prospect, I'd like to be able to add the message directly to the deal like Zoho projects allows for Project management.
36 votesHello,
You may use our Nimble Smart Contacts App to create tasks in Nimble for deals and contacts, therefore, this request is no longer needed.
Best,
Joseph
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Deal Stages, Probabilities and Weighted Forecasts
It would be nice to have the option to link deal stages to probabilities without having to enter them both separately. For example, you can set the Proposal stage to 65% so whenever you move to that stage you dont have to input the probability percentage again..
57 votesHi,
We are placing this suggestion under review for our next phase of the Deals page.
We appreciate your continued feedback and support, thank you for voting!
Regards,
-The Nimble Team
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Deal Management - Exporting & Adding a "Type"
Ability to export all deal related data for internal reporting.
Being able to refine what data to export by, eg,
- Owner
- Stage
- TypeType = New Business, Contract Re-Sign, Referral, Reseller
Have the ability to change the type names and add additional entries.20 votesWe have half of this feature request completed.
1) You can export your deals now!
See: http://screencast.com/t/j30gz0ZL3bAnd you can filter which deals to export.
2) We don’t have the field “Type” yet. Still remains a feature request.
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Add Deals from Email Message
Suggest by: Graham Robson
It does not seem possible to create a deal from the Email message screen, only a task. It would be more efficient to be able to do this from the perspective of an email context.
67 votesHi,
At the current moment, we do not have plans to include the feature to create a deal from an email message.
Instead, you can go to a contact record and select “Assign Deal” to create a deal from this view.
Please see our screenshot here for an example: http://screencast.com/t/Y9sTDWNuJDQe
If you would really like to have this feature reviewed again by our team, please ask anyone you know to vote for this feature and we will put it back under review.
Best regards,
Joseph
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