All ideas

Feature Request: Default Title Style Configuration Summary: Allow users to define and apply a configurable default title style (font, size, weight, color, spacing) that is automatically used for primary headings or titles across documents, reducin...

Feature Request: Streamlined license reassignment for users Summary: Enable admins to automatically deselect and reselect all users associated with a license key when changing that key, eliminating the need for manual deselection and ensuring that...

Feature Request: Incremental AI Formula Detection in BOE Summary: Enable the AI formula detection capability in the BOE to recognize and process only newly added formulas when rerun, without reprocessing or altering formulas that were previously d...

Feature Request: Configure Dates and Curve on Formula Confirmation Screen Summary: Allow users to set the start date, end date, and curve directly on the formula confirmation screen, reducing navigation and clicks required to finalize formula conf...

Feature Request: BOE Activity Feed Updates for Variable Changes Summary: Add automated activity feed entries to each impacted BOE whenever a variable in proposal properties is changed. The entry should clearly indicate that a variable used in the ...

Feature Request: Notify BOE workflow participants from Cost Impact Confirmation Summary: Add an optional checkbox to the Variable BOE Cost Impact Confirmation popup labeled "Notify BOE workflow participants," which when selected will trigger an em...

Feature Request: BOE Cost Impact Confirmation Popup Summary: Display a confirmation popup whenever a change to a proposal-level variable will affect the cost of one or more BOEs. The popup should list all impacted BOEs and require explicit user co...

Feature Request: Cascade deletion of BOE-related resources Summary: Enable automatic cascade deletion of all BOE‑linked elements (such as resources, travel, and other cost items) when a BOE is deleted from a proposal. This ensures that removing a ...

Description: Add a setting to the system setting to auto deactivate the user if they have not logged in a set number of days. Add a configurable notification new for the user that they will lose access if they don't log in. Use Case/Example:

Feature Request: Confirmation and cascading deletion for BOE-linked calculations and estimates Summary: Prompt users when deleting BOE text that is linked to calculations and provide an option to automatically remove the associated calculations an...