All ideas

Feature Request: BOE Checklist Section and Workflow Gate Summary: Introduce a required, customizable BOE Checklist as its own BOE Section that must be fully completed before a proposal can advance. This ensures all key proposal steps are tracked, ...

Focused on improving resource selection for Services-type proposals: Rate Source Selection Field: Add a field to capture the rate source when selecting a resource. Rate Attributes Field: Add fields to capture rate attributes for better resourc...

A new optional feature designed to handle advanced rate management for Service-Type proposals that require it: Choice at Proposal Creation: Users can select Rate Builder instead of Rate Card when setting up a proposal. Comprehensive Rate Mana...

Introducing more flexible Direct Rate Table functionality: Multiple Direct Rate Tables per Proposal: A proposal can now have multiple direct rate tables attached, allowing different escalation timescales (e.g., Month, Quarter, Year) in separate ...

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...

Description: The ability to see the list of sections in the same order as the section view on the section list view with indents

Proposal Templates: We can set some global parameters in BOE Pro one is what is contained in the Resource ID field. Currently, we have it set to [Resource Name][Cost Center]. It would be valuable for this to be adjusted to set at the proposal leve...

Feature Request: Spread Curve Visualization Graph (CE-style) Summary: Provide a visual graph of the spread curve within BOE Pro, similar to the existing display in CE. The visualization should clearly illustrate curve sections and transitions so t...

After a resource with custom fields & values has been added to a proposal, updates made in the Resource Library to the value(s) for those custom resource fields are not being reflected in the proposal(s) where the resource exists. For example,...

When printing a report to Excel with Full Pricing, the designated report footer does not print on the Rate worksheets. Would like to see the assigned report footer should print on all worksheets.