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Option to include workflow log and reset steps when proposal is copied (log not included default)

Description: Add an option to include the workflow log when copying a proposal in BOE Pro. By default, the log is excluded, but users can opt to include it. Also add an option to reset the workflow steps in the copied proposal, ensuring a clean wo...
Kenny Louden 9 months ago in BOE Pro 0 Planned

Copy Section: with the option to copy all children or specific children

Description: Provide the ability to copy the section and some or all the child sections. Use Case/Example: The user may need similar sections and structures. Allowing the user to copy all or part of a section/structure will enhance efficient docum...
Kenny Louden 6 months ago in Cost Volume Pro 0 Planned

Update from Template

Description: Add the ability to update from template in Cost Volume Pro Use Case/Example: The user may be to update multiple documents at one time for structure and sections. Giving the ability to update from template means the user will be able t...
Kenny Louden 6 months ago in Cost Volume Pro 0 Planned

Rename "Print in Document" to be clearer about function.

Description: This feature updates the current "Print in Document" toggle in CVP to "Exclude from Document" for improved clarity. The new label better reflects the functionality of excluding specific sections or items from being printed or exported...
Kenny Louden 6 months ago in Cost Volume Pro 0 Planned

Add Text Capabilities to Structure Section

Description: Allow users to add and edit text in the "Structure" section of Cost Volume Pro (CVP), similar to the existing capabilities in the "Text Editor" section. This feature aims to enhance functionality by providing a consistent text-editing...
Kenny Louden 6 months ago in Cost Volume Pro 0 Planned

Filtering for the Section View

Description: Filtering for the Section View Use Case/Example: Users working with extensive CVPs need an efficient way to locate specific sections based on their name or type. This feature allows users to streamline their workflow by applying filte...
Kenny Louden 6 months ago in Cost Volume Pro 0 Planned

Preview Reports

Description: Add the ability to preview ProPricer Reports in the Section Properties. Use Case/Example: A user is creating a CVP and wants to verify the output of a report before finalizing it. They click the "Preview" button in the section propert...
Kenny Louden 6 months ago in Cost Volume Pro 0 Planned

Sanitize proposal prior to sending to EBS

Create menu of options to delete/scramble names, bidders, BOE, etc etc etc. Often times a request for a .zip by EBS is for only one issue, and a lot of the data can be stripped out.
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Planned

Curve Unit Price to Proposal Quantity

Ability to curve the Material Unit price up or down to the Proposed Quantity. For example PO history is for a specific quantity vs Quotes where you may have range pricing. It would be great if the software curved the unit price.
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Planned

Pivot Table Fields - Add % of Cost Elements Options

Pivot Table Fields - Add % of Cost Elements Options, for example % Gross Profit and % NET Profit.
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Planned