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Rate Builder

A new optional feature designed to handle advanced rate management for Service-Type proposals that require it: Choice at Proposal Creation: Users can select Rate Builder instead of Rate Card when setting up a proposal. Comprehensive Rate Mana...
5 months ago in ProPricer 9 0 Planned

Direct Rate Table Enhancements

Introducing more flexible Direct Rate Table functionality: Multiple Direct Rate Tables per Proposal: A proposal can now have multiple direct rate tables attached, allowing different escalation timescales (e.g., Month, Quarter, Year) in separate ...
5 months ago in ProPricer 9 0 Planned

Archive and Restore proposal location.

Feature Request: Maintain Proposal Location on Archive/Restore Summary: Automatically return a restored proposal in BOE Pro to its original location. If the original folder path no longer exists, recreate it so the proposal is placed correctly wit...
5 months ago in BOE Pro 0 Planned

Add Create Access Tag to the assign access tag screen

Feature Request: Create Access Tag from Assign Access Tag Screen Summary: Enable users to create a new access tag directly from the Assign Access Tag screen when the desired tag does not yet exist. This inline creation capability should streamline...
9 months ago in BOE 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...
over 3 years ago in ProPricer 9 0 Planned

Enable ODBC on Export Process

Description: Enable ProPricer Integration Pro to export data to external databases via ODBC, providing full parity with existing export capabilities. Use Case/Example: A pricing analyst needs to export Proposal Properties and other datasets from P...
5 months ago in Integration Pro 0 Planned

Direct Rate Override Copy Function includes rates and escalation sets

Description: We had a proposal that used our standard labor category setup that the client requested we modify in a subsequent revision to include key staff (individual names) designations and project role category descriptions. The base rates and...
5 months ago in ProPricer 9 0 Planned

Reset Workflow On What-If

Feature Request: Reset BOE Workflow After What-If Runs Summary: Automatically reset the workflow status of any affected BOEs on a proposal when a What-If is executed, and notify the corresponding workflow assignees that their BOEs require re-revie...
about 1 year ago in BOE Pro 0 Future consideration

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? |
over 3 years ago in ProPricer 9 0 Future consideration

Add a Banner Message like in CE

Need to be able to identify the different database setup.
about 2 years ago in BOE Pro 0 Planned