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Automatically unlock Proposal and BOE when changes are synced from Contractor Edition

Implement an automatic unlocking mechanism for Proposals and BOEs when changes are synced from Contractor Edition. This feature should ensure that any updates made in the Contractor Edition are immediately reflected and editable in the correspondi...
Aaron Hale over 1 year ago in BOE Pro 0 Planned

Grand Total only on Pivot Grid

| The selection to untick the Totals in propricer pivot was a great addition - is it possible to allow for disabling each subtotal but retain the grand total for the proposal? |
Nikolai Slepushkin over 3 years ago in ProPricer 9 0 Future consideration

Filter for RAM Group for people that are assigned in the workflow in the proposal

Feature Request: RAM View Filter by Workflow Assignees Summary: Enable users to filter the RAM view by proposal workflow assignees through a dedicated, filterable column. This will allow teams to quickly identify and select only those users who ar...
Guest 10 months ago in BOE Pro 0 Future consideration

Expand Allow Estimate Level to RAM Group

Feature Request: Expand Allow Estimate Level to RAM Group Summary: Enable configuration of the BOE estimate level (Task or PBS) at the RAM group level so that different user groups (e.g., engineering vs. material estimators) are required to enter ...
Guest 10 months ago in BOE Pro 0 Future consideration

Bulk Edit Table Properties

Feature Request: Bulk Update Table Properties Description: Enable users to perform bulk updates to table properties within the editor. This feature would allow users to efficiently modify attributes such as cell borders, cell background color, and...
Aaron Hale 5 months ago in Cost Volume Pro 0 Future consideration

Update from template with options

Feature Request: Template Update with Selective Options Summary: Introduce the ability to update a Proposal (and related records) from a template with granular options that let users choose which sections or attributes to apply. This ensures that ...
Kenny Louden 10 months ago in BOE Pro 0 Future consideration

Add the ability to changes the terminology of Cost and Hours values.

Feature Request: Configurable Cost and Hours Terminology Summary: Allow organizations to customize the display labels for Cost and Hours fields so that they can use terminology that aligns with their internal estimating practices (for example, “In...
Kenny Louden 10 months ago in BOE Pro 0 Future consideration

Add more to the selection widgets (all the summary info) and cost types

Feature Request: Enhanced Selection Widget Summary Details Summary: Expand the selection info widget to display key pricing and resource-type details so users can fully understand the cost and resource composition of a selection at a glance, witho...
Guest 10 months ago in BOE Pro 0 Future consideration

Button to Export to Excel from the Import Preview.

Feature Request: Export to Excel button on import preview Summary: Add a clearly visible “Export to Excel” button to the Import Preview screen so estimators can easily export the previewed results without relying on right‑click or hidden actions. ...
Kenny Louden 10 months ago in BOE Pro 0 Future consideration

Unlock Proposal in Multiple Places

Add the ability to unlock the proposal to the breadcrumb and the proposal hover menu.
Guest over 1 year ago in BOE Pro 0 Planned