All ideas

***Please reassign this ticket to Heather Neiger as Sam is retiring*** Every proposal will have a preference, controlling this Globally is nice for a default, but realistically should be at the proposal level.

Description: Add permissions to lock a product library. Allowing a library to remain in materials but unable to change costing and bom data Use Case/Example: When associated costs or BOM structure changes for a product the previously quoted bom sh...

Description: Now that PP Imp/Exp is no longer an add-on in excel. We need functionality to treat it like other import / export functions. Use Case/Example: We have a API that controls data imports, users should not be utilizing the pp imp/exp tool...

Please allow edits to Proposal User Fields directly within the Proposal List Screen. Currently, when double-clicking "proposal" in the navigation pane, it pulls up a full list of proposals. Within that field are many of the proposal properties men...

ProPricer data in the default text section level. The ability to set ProPRcier data in the document templates.

Enable BOE Pro to print the names of attached files in the Bid Cost Worksheet, similar to Contractor Edition (CE). This allows users to easily identify if files are attached to the BOE, enhancing visibility and documentation during bid preparation.

Description: Would it be possible to add a column to the “BOE List” view in BOE Pro that would show the number of attachments for each BOE? Use Case/Example: The concern is that if an author adds an attachment in a BOE, how would reviewers and app...

Just like the Update Current Proposal offers the ability to update the CERs, it would be nice if there was the same option on the templates.

Auto Number Tasks

Description: Remove auto saving from Popup windows (like add estimates and Proposal Properties) and add a save button down at the bottom. Use Case/Example: When making edits to the proposal properties, I may decide I don't want to save the changes...