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RAM suggestions: "Show workflow steps" the default view

Description: Why is the "Show workflow steps" view not the default? I don't understand the purpose of the view without the workflow steps, and it just creates an extra mouse click whenever I come to the RAM. I personally think the Show workflow st...
Guest 4 months ago in BOE Pro 0 Planned

Activity feed is hard to follow. Requires users to read every single word to know what the activity was. See attachment for suggested mockup

Description: Use Case/Example:
Guest 4 months ago in BOE Pro 0 Planned

BOE Check List, Workflow and BOE Section

Description: This BOE Pro feature adds a required customizable checklist as a BOE Section to track key proposal steps. The checklist must be fully completed before advancing, ensuring no critical tasks are missed. The enhanced BOE Section streamli...
Guest 8 months ago in BOE Pro 0 Planned

Smart Tracking Number

Description: The ability to include the offeror, solicitor, and date created in the proposal tracking number. Use Case/Example: When keeping track of a proposal and all its iterations in Multiple tools, the user needs to be able to configure the u...
Guest 8 months ago in Management Pro 0 Future consideration

Default Auto-filter Row to Always On

The Autofilter Row is an EXTREMELY useful part of ProPricer that we use all the time. However, it seems to randomly hide itself without much reason. The suggestion is to either make the AutoFilter always show all the time, allow a user to set this...
Aaron Hale over 2 years ago in ProPricer 9 0 Planned

User Setting for quick adds

Remember the User Setting for Quick adds. For example, if a user pins a column and closes quick adds. The next time they open the quick adds remember the user settings.
Guest about 1 year ago in BOE Pro 0 Planned

Column Permissions for all non-required columns

Permission List for hiding all non-required columns. Example: The "Accounting Calendar" appears for the Estimators/Bidders? There is not need for them to have access to this column.
Guest about 1 year ago in BOE Pro 0 Future consideration

The ability to add by amount on the first add

The first time adding a resource I can only edit the %. But when you edit the resource you can change the amount
Aaron Hale about 1 year ago in BOE Pro 0 Future consideration

BOE Name and Resource Templates Proposal property level vs system level

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...
Guest about 1 year ago in BOE Pro 0 Planned

All screens should be able to resize & adjustable like CE

Screens like the workflow log, edit resource, etc. are unable for the user to resize to see more of the data at once. Recommend the user being able to resize the screens like CE.
Guest about 1 year ago in BOE Pro 0 Planned