Ideas

Please add the ability to setup rules to move proposals to a specified folder based upon specific criteria. Similar to the rules for archiving functionality, we would like to setup rules to auto-move proposals to a given folder, but not archive them.

Please add the ability to pre-map resources to specific scheduled rate categories, such that when selecting a specific resource on an applied scheduled rate table proposal, the scheduled rate will automatically be applied to that resource. Current...

Please add a single report that prints the CER, Burden, and Direct Rates used on the proposal.

Add Two-Factor Authentication option to login security.

| Pivot grid on workflow data, including Associated Users, and steps.This would allow for quick statusing on outstanding items, against other values in the proposal. |

Replace Header and footer of embedded documents

Optimize the Report Preview and Reports in Document View  * Preload reports (Document view)* Timeout for Preview if it's taking too long* Data filter warning

The ability to quick add many sections and structure at the same time

Instead of having two templates, combine these two into one template.