All ideas

Feature Request: Maintain Proposal Location on Archive/Restore Summary: Automatically return a restored proposal in BOE Pro to its original location. If the original folder path no longer exists, recreate it so the proposal is placed correctly wit...

Feature request: Bulk archive and restore proposals BOE Pro — Provide the ability to bulk archive proposals and bulk restore them. Summary Enable users to select multiple proposals and perform archive or restore actions in a single operation. This...

Description: Enable ProPricer Integration Pro to export data to external databases via ODBC, providing full parity with existing export capabilities. Use Case/Example: A pricing analyst needs to export Proposal Properties and other datasets from P...

Description: Update the Text Editor in BOE Pro to match the functionality and features of Cost Volume Pro. Use Case/Example: The current text editor's table functionality has issues, causing formatting and usability problems. Aligning the editor w...

Feature Request: Enhanced Value Formatting in Sections Description: Add support for including both "Query Values" and "Actual Values" as formatted sections, with the ability to list all values separated by commas for improved readability and repor...

Feature Request: Assign People to Structure Sections on the RAM Description: Enhance the Responsibility Assignment Matrix (RAM) by enabling users to assign specific people or roles to individual Structure sections. This functionality will allow fo...

Description: Add a user permission like ProPricer for All /Limited proposal view, and one for Admin roles that allow support teams to assist users without the need to be added to the proposal. Use Case/Example: We have multiple business units usin...

Description: Add a setting to the system setting to auto deactivate the user if they have not logged in a set number of days. Add a configurable notification new for the user that they will lose access if they don't log in. Use Case/Example:

Feature Request: Skill Mix Table Summary Enhancement Description: Enhance the skill mix functionality by summarizing data only by the fields currently visible in the Skill Mix table. When generating the skill mix summary, aggregate the time and va...

Description: Add a "Section Orientation" property to section settings, allowing users to choose between "Portrait" and "Landscape" orientation for each section. The default orientation should be "Portrait". Details: Add a dropdown in the section...