All ideas

Feature Request: Dynamic BOE Approval Workflow by Hours/Cost Summary: Enable users to configure a dynamic approval workflow for BOEs within a proposal, where routing is automatically determined by defined hours or cost thresholds. This would allow...

Feature Request: Restrict Assignable Roles in Workflow Steps Summary: Enable administrators to control which roles can be assigned to workflow steps, so restricted roles such as admin cannot be selected where they are not appropriate. This would h...

Feature Request: Move Email and Webhook Settings to Application Configuration Summary: Move email and webhook settings from the user interface into an application-level JSON configuration file so sensitive values are managed securely and are not v...

Feature Request: MX-Aware Email Settings for Management Pro Summary: Enable Management Pro to support MX-aware email settings so administrators can configure and validate email delivery based on a domain’s mail exchange records. This would help en...

Feature Request: Disable Document Link Sharing at the System Level Summary: Allow account administrators to disable document link sharing across the entire system so that users cannot generate or access shareable document links outside of approved...

Feature Request: Default Auto-Fill for Blank Resource Fields on Import Summary: Enable the import process to automatically populate blank Resource fields with a predefined default value. This ensures imported records remain complete and consistent...

Feature Request: Style Replacement Across Document Sections Summary: Enable users to replace one text style with another across an entire document or within a selected section. This would make it easy to update formatting at scale when style requi...

Feature Request: Hierarchical Access for Assigned Document Sections Summary: Enable users assigned to a higher-level section of a document structure to automatically view and edit all child elements within that section. This would ensure that assi...

Feature Request: Batch Reports Default to CE Settings Summary: Add an option that automatically applies CE settings each time a batch report is run. This would ensure users do not need to manually select or reconfigure CE settings for every report...

Feature Request: Smart Sections Nested Dropdowns Summary: Enable Smart Sections within BOE Pro sections to support multiple levels of nested dropdowns. This would allow users to organize section content in a more structured and streamlined way, ma...