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...

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/

We're currently working on updating the application to make it easier for you to be GDPR compliant. Also terms of service and privacy policy will be updated accordingly.

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 highly 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 explicitly authorized ...

​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!

New features:

• 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 (quotes@yourcompany.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 now use negative unit discounts (both relati...

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).
• Pr...

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 ...

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 configu...

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 existing 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 pro...

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 existing 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
• the first version of the 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
• a...

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 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/nutshel...

I would like to summarize the main improvements of NiftyQuoter we have done during October in this post. One of the main changes is a redesign of the app. I hope you will love it. Here is the list of some other notable updates:

• CSV import/export - ability to import and export price quotes from/to CSV files.
• Auto actions - send emails automatically to you or your clients (for example 3 days after a proposal was sent or viewed).
• Proposal codes - you can use them to better organize your proposals.
• Last comments on the dashboard - a new tab with commented proposals on the dashboard.
• New [ClientSignature] token - you can set a client signature field's position in a proposal.
• A line item description can contain HTML tags (links etc.).
• Tax can be marked as default for new line items.
• Each user can customize his email "from" field.
• Added a daily period.
• Pipedrive integration - each user can have his own API token.
• Pipedrive integration expor...

September product updates summary is here. We are pleased to inform you about some new features we have made over the past couple of weeks:

#1 New themes & styles:

• Added 8 new themes.
• Added 3 new alternative designs of a proposal page.
• You can combine parts of alternative designs of a proposal page: background style and left panel style.

#2 New features:

• Custom tokens - you can use your own tokens (e.g. [my_token], [cms_version], ...) inside proposals or templates and also in section and text block headers.
• You can hide the approve, reject or discuss buttons.
• You can enable page numbers in PDF footers in your theme's settings.
• PDF downloads/views are shown on the overview page.
• Customizable "from" section on the cover page.
• Ability to show totals on the dashboard.
• Ability to filter data by specific users on the dashboard.
• Ability to filter proposals by owner.
• When you filter only approved proposals you can sort them by...

It's time to summarize product updates since the last blog post. Only the significant new features are mentioned here:

• Brand new content editor
• Text block library - blocks are taggable so you can organize them well
• Support for a custom SMTP server for sending emails
• You can set up reasons for rejection to see why clients reject your proposals
• Integration with Zoho CRM
• Editable quantities - your clients will be able to change the quantity of all optional items if you enable this new feature in your account settings.
• Product/service templates can be cloned
• Customizable page breaks in PDFs

We're really excited about these new features especially the brand new content editor that brings a truly wysiwyg editing experience without the need to constantly switch between preview and editing mode to see the changes.

We've been busy refining existing and adding new features in the past month and a half. Here are some of the major improvements:

• proposal analytics - you can see the total time a client spent viewing your proposal
• ability to archive/unarchive proposals
• added a new pageless web layout
• support for multiple email templates - you can use different templates for different products or for different proposal stages (follow-ups etc.)
• proposal states can be automatically synced to Capsule
• integration with Pipedrive
• a lot of other tweaks

We're tirelessly working on another cool features right now. Stay tuned!

Last week we added support for a frequently requested feature - optional line items in quotes.

It works like this: you can mark some line items as optional and also pre-select them by default. Proper usage of optional line items should reduce redos and unnecessary communication between you and your clients since clients can select what they want by themselves. Also you should sell more products or services because you can offer more premium options they can choose from.

Hope this helps you win more proposals!

Would you like to see another feature being implemented into the NiftyQuoter proposal software? Just let us know!

This is an overview of the changes we have made over the past couple of weeks.

• revamped dashboard - nicer and with more useful data about your current proposals
• text templates cloning
• you can now append multiple text templates to a single proposal - a new way to compose proposals
• better support for custom background images in proposals
• Capsule integration can now import only recent clients - useful if you have many legacy clients that don't need to be imported
• FreshBooks integration automatically creates clients in FreshBooks if needed when exporting a proposal
• small icons indicating proposal's integration on the dashboard and on the proposals page
• a lot of other small tweaks and fixes

A lot of these improvements have been made because our clients asked for them. So if you have an idea for a new feature, don't hesitate and tell us.

Last week we rolled out the Harvest integration. It allows you to easily import all your clients from Harvest to NiftyQuoter with one click of a mouse. The other way - from NiftyQuoter to Harvest - is also supported. When you export a proposal it creates an invoice, a project and a client in Harvest automatically.

We also updated the Highrise integration to be even more time-saving than before. Now it supports deal importing, automatically exports a client when exporting a proposal and syncs proposal's state to Highrise. So for example when a client approves a proposal our proposal software updates deal's state in Highrise to won state.

In recent days we have rolled out two new integrations. Integration with FreshBooks provides an easy way to import clients and export proposals as invoices. Capsule integration supports importing clients as well, but allows both export and import of proposals from Capsule's opportunities. You can easily set up these integrations in the integrations tab in your account settings.

Another cool feature that was implemented recently is the quick search - you can now search for a proposal or a client from any page using the smart search field at the top and jump right to it's details page.

We are rolling out some major features today.

• Highrise integration - you can now import clients or export proposals with one click.
• Proposals can be sent to multiple people in one company, you can see who viewed it and who not. Each person has his or her own unique link.
• Clients were split into people and companies. One company can have more people.
• Better and faster selection of proposal's clients using an advanced autocomplete field.
• a lot of other tweaks

If you need another integration or have ideas for another cool features, just let us know!

Today we are introducing our service plans. We tried to come up with a fair and adequate pricing. We hope our customers will feel it the same way.

You can find detailed information on plans on the pricing page. As a special gift we now offer a time-limited 30% discount off the base prices for the first 6 months of the service. You don't have to sign up for the whole 6 months or pay up front, you can still cancel your subscription anytime.

If you have any questions don't hesitate and ask us at hello@niftyquoter.com or use the "feedback" button on the right side. We would be happy to hear from you!

Since we work hard to improve our product and we roll out updates continually, I would like to summarize the main updates we did in September in one place.

New features:

• suggestions appear when editing a quote item name
• you can add a description to the quote items
• you can add a custom CSS code to the proposal themes to further customize its look
• custom domains - you can now use your own domain e.g. proposals.mycompany.com instead of mycompany.niftyquoter.com
• cloning of existing proposals
• quote discounts - you can now define a relative (%) or absolute ($) discount for each quote item and/or a discount for the whole quote

If you'd like to see another feature implemented or if you have a suggestion please reach us at hello@niftyquoter.com or use the "feedback" button on the right side of the screen.

Hello world,

I'm happy to announce that we are launching NiftyQuoter today.

NiftyQuoter is an online proposal software web app. It's purpose is to make creating and managing sales proposals much easier, less time-consuming and also to deliver nicer and better proposals for your clients. We know the struggle of creating sales proposals in Word, converting them to PDFs and attaching them to emails - that's why we decided to make something about it.

NiftyQuoter is currently in free beta phase. We are looking for your feedback to make our app even better.
If you have any suggestions/feature requests/questions use the feedback button on the right side of the screen or send them to hello@niftyquoter.com please.