All ideas

Have AI read the document and add the tags for the right data from ProPricer.

Define and name multilevel subfolders, Subfolders should include the structure section as a top-level folders by default and have the ability to create and name the folder structure

The ability to tag the document where I want to enter a page break

Description: Why is the "Show workflow steps" view not the default? I don't understand the purpose of the view without the workflow steps, and it just creates an extra mouse click whenever I come to the RAM. I personally think the Show workflow st...

Description: Use Case/Example:

BOE View: When creating a revision of a BOE, once a BOE has been approved, the new BOE doesn't default to the first step in the workflow process. I recommend the BOE resets to the start when a new BOE version is created. In the screenshot, the 2-(...

Entering dates in the proposal properties screen (Start Date, End Date, Due Date) requires many clicks especially when changing the month and year. Recommend date entry like CE.

Reports: BOE Detail report generates when there are direct estimates not assigned to a formula. The estimate not assigned to a calculation is excluded from the BOE. Recommend the BOEs not generating if there is this kind of error.

It has the same functionality as the proposal screen, where hovering over users will pop up the other possible choices within the administration family. (And possibly other areas as well) Proposed Functionality: Add quick access to all "Security" ...

Add functionality similar to the change log in CE to see when estimates were changed in the system. This would include the name and time stamp of when a change would be made.