All ideas

Feature Request: Display Proposal Name on Background Processes Screens Summary: Show the associated proposal name for each proposal submission job on the Background Processes screen so users can quickly identify which proposal succeeded or failed ...

NEED TO HAVE THE ABILTY TO MANAGE SIZE MANUALLY Feature Request: Automatic Cost Volume File Splitting Summary: Enable the system to automatically split a large Cost Volume into multiple smaller files that comply with customer upload file size limi...

Description: The ability to assign the workflow at the task level. The ability to assign review and approval steps for the workflow from the people assigned to the PBS when creating a task. Use Case/Example: The BOE Author will create a task for t...

Feature Request: Windows Integrated Single Sign-On for All Applications Summary: Introduce a Windows integrated single-sign-on (SSO) capability that automatically authenticates users to all relevant applications based on their Windows domain login...

Description: In an attempt to semi-automate Cost Volume Pro build outs, we have found some issues while configuring a build that parameter is lacking to set ConnectionNameRegExPattern. Without this parameter, we will need to resort to building cus...

Feature Request: Concurrent License Session Limits for Companion Products and PROPRICER CE Summary: Introduce configurable controls that limit how many concurrent sessions a single user can open across companion products (BOE Pro, Cost Volume Pro)...

Feature Request: Map BOE Sections When Copying BOE Description: When users copy a Basis of Estimate (BOE) to create a new proposal, the new proposal may have a different set of BOE sections or section names compared to the original. This feature w...

Feature Request: BOE List View Workflow Step Visibility Summary: Enable the BOE List view to display all workflow steps as columns, including the user assigned to each step, so teams can review complete workflow status from a single view. Problem ...

Feature Request: Summary Field Mapping and List Value Synchronization Summary: Enable configurable summary field mapping in BOE Pro at both the template and proposal levels. When synchronizing with a CE template, users should be able to choose whe...

Feature Request: Paged Section Text Editing in Cost Volume Profit Summary: Enable users working in the Cost Volume Profit section view to read and edit long text in a paged format. This would break large sections of content into logical pages, mak...