HTTPS for custom domains, new terms of service, new bulk actions...
We've started rolling out HTTPS (SSL) support for custom domains in all paid accounts via Let's Encrypt. Almost half of custom domains have already been migrated to HTTPS. If you have a properly configured CNAME DNS record and don't already use Cloudflare's SSL or a different proxy server your custom domain should be migrated to HTTPS in the next few weeks.
New GDPR ready terms of service that include Data Processing Addendum (DPA) are available here.
We've also introduced features that will allow you to quickly remove personal data from old proposals and delete clients completely - two new bulk actions: bulk anonymize proposals and bulk delete clients. If you want to use the anonymize bulk action you need to enable it first in My account / Proposals / Allow admins to bulk anonymize proposals. You can use the anonymize action to remove clients or prospects (+ their IP addresses, comments etc.) from expired unapproved proposals so you can bulk delete the...
GDPR - a heads-up
If you're based in the EU you probably already know that General Data Protection Regulation (GDPR) comes into effect on May 25, 2018. However, many don't know that it also affects organisations outside the EU if they process or hold personal data of EU residents.
We suggest you to read information about GDPR released by authorities in your country. If you're outside the EU you can read about GDPR in English on UK's official website: https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/
Email service migration
This message only applies to users who don't use their SMTP server for sending emails.
Because of the upcoming policy changes (mandatory DKIM and SPF verification) of our current email provider (Mailgun.com) we won't be able to send emails on your behalf unless you switch to the new provider Postmarkapp.com by verifying your email addresses in My account / Email & domain authentication. Or alternatively you can set up your SMTP server in My account / SMTP server.
You can verify all email addresses by clicking the verification links in confirmation emails from Postmark, and Postmark will allow us to send emails on your behalf.
However it's higly recommended to also authenticate your domain by adding SPF and DKIM records to your DNS (there's a guide in My account / Email & domain authentication) to increase the deliverability of your emails. It's a little bit more complicated, but it's definitely worth it, since Postmark will be...
New features: custom client fields, quick cloning, new themes...
As usual, we compiled the summary of important products updates since the last blog post. Next week it will be four years since we started working on NiftyQuoter. I'd like to take this opportunity to thank all our customers for your continued support!
- You can add up to 10 custom client text fields in your account settings.
- New "Quick clone" button for easy cloning of frequently used proposals - you need to add proposals to the list on the overview screen first.
- Added 13 new themes.
- Users can use shared email addresses (email@example.com etc.) for sending emails - only admins can set a different "from" address in each user's profile.
- Auto actions: you can now select multiple tags proposals have to have and also tags that they can't have for creating exceptions.
- Auto actions: the new "sent or viewed" condition, so you can now use just one auto action in some scenarios.
- You can...
NiftyQuoter product updates
Here's the list of all the important changes to NiftyQuoter made over the last four months. If you have an idea for a new feature please use the feedback button on the right side and vote for existing ideas or create a new one. Thank you.
- Bulk actions for proposals: change state or archive.
- Themes: new pricing table styling options (background colors, borders, larger paddings).
- Line items can have units (e.g. hour, sq ft, setup, user, installation etc.).
- Per proposal editable bottom section of the cover page.
- The dashboard can display monthly recurring totals or profits (other periods are recalculated - $120/year = $10/month in the chart)
- Zapier integration: added support for proposal approved, rejected and viewed triggers.
- New button for hiding/showing area headers - you can now add headers to price tables too.
- New theme settings: client signature alignment (right or left), cover page "from" and "to" sections alignment (right or left).
- Proposal list:...
New features and improvements summary
Below is the summary of all the new features and improvements we've made since the last blog update.
- Multiple pricing tables in a single proposal.
- The ability to attach the PDF version when sending emails.
- You can add a purchase price (= cost) to line items to calculate and display profits on the dashboard.
- The app can automatically reject and/or archive expired proposals - two new checkboxes in My account / Proposals / Proposal expiration.
- [TotalCost] and [TotalCostWithTax] tokens are recalculated on the fly when clients click on optional items etc.
- You can display your logo on the cover page and hide the logo in the left pane using two new checkboxes in your theme / Cover page tab.
- You can force pricing tables to always show two decimals after the decimal point even for whole numbers (will show $100.00 instead of $100) in My account / Currencies.
- API improvements: get and set custom tokens or change a template of a proposal.
- New theme options: change the...
Recent product updates summary
Here's the list of all the important changes to NiftyQuoter made over the last two months. If you have an idea for another feature, please use the feedback button on the right side of the screen and post your idea there.
- New feature: internal proposal notes.
- You can add payment options to your quotes. Clients will be able to choose one of them. Each payment option can have different deposit, number of installments or discount.
- You can add images and product codes to line items.
- Clients are able to easily switch between all their active proposals if they have more than one. Users that don't use English should translate this new button.
- PayPal Pay Now button can be added to proposals.
- Stripe Pay Now button can be added to proposals.
- Proposal owner can be changed.
- New filters and options added to the dashboard.
- Customizable "to" section on the cover page.
- Permissions: proposals can be marked as read-only.
- Permissions: user roles configuration has many new options for...
Spring product updates: permissions & more
We've put together a list of all the new features and updates to our product since our last post. If you have an idea for a new feature please use the feedback button on the right side and vote for exising ideas or create a new one. Thank you.
- You can add custom fields to the approval form - My account / Approval fields.
- Auto action emails can be configured to be sent immediately. You can now automatically send an email to a client immediately after he approves/rejects a proposal.
- Proposal permissions & customizable user roles: you can add multiple user roles and restrict access to specific proposals for some of the roles (or individual users if each user has it's own user role). You can also make templates or service/product templates read-only for some user roles.
- Updated API - you can list your proposals, manage line items and more.
- Responsive proposal design for mobile phones - enable/disable in your account settings.
- Sort clients by proposal...
Latest product updates overview
Here is the list of the features we have added since our latest blog post. As you can see we've been busy developing the product. If you still miss some important features, please use the feedback button on the right side and vote for exising ideas or create a new one. Almost all the features you can see below started this way.
- HTML emails - you can now insert your logo to your email footer
- email open tracking - you need to enable HTML emails to use this feature
- email signatures configuration
- first version of NiftyQuoter API released
- proposals can have an expiration date
- you can organize your proposals using custom tags with different colors
- multiple languages support - add another language and you'll be able to choose a different language for each proposal
- text blocks can be edited
- each user can have a different BCC address - useful for integrations with CRMs
- you can enable displaying of client's address on the cover page
- added hourly...
Introducing Nutshell integration
This week we have finished the Nutshell integration. The integration allows you to work more effectively and saves your time. I would like to introduce the Nutshell CRM first.
Nutshell CRM is a modern, web-based application to help manage your business's leads, contacts and accounts. It features a smooth, easy-to-use interface, powerful process management tools, and a mobile app. Insightful reports make it easy to track your leads and your sales reps' activities.
More info about Nutshell CRM here: http://www.nutshell.com
NiftyQuoter - Nutshell integration
Import accounts & contacts from Nutshell to NiftyQuoter, create and send great proposals with NiftyQuoter and then export a proposal as a new lead to Nutshell. Proposal's status and new comments will be then automatically synced to Nutshell. More about this feature here: http://www.niftyquoter.com/features/integrations/nutshell