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Proposal Selection to include Last Modified Date of Today

I would like Propricer to Add a Proposal Selection within Propricer and the IP tool that allows for Any Date to have a selection of Today's date. For instance, if we want a Proprosal Selection to only show only Proposals modified today, we current...
Guest over 1 year ago in Integration Pro 0 Planned

Custom User Fields

The ability to assign custom fields to a user will appear in the Users and Matrix windows for sorting.
Aaron Hale over 1 year ago in Authorization Server 0 Planned

AI Smart Mapping

Have AI read the document and add the tags for the right data from ProPricer.
Aaron Hale 12 months ago in Cost Volume Pro 0 Planned

Compliance Checklist

Document Properties to add an auditable Compliance Checklist
Aaron Hale 12 months ago in Cost Volume Pro 0 Planned

Define and name multilevel subfolders

Define and name multilevel subfolders, Subfolders should include the structure section as a top-level folders by default and have the ability to create and name the folder structure
Aaron Hale 12 months ago in Cost Volume Pro 0 Planned

Page Brake tags

The ability to tag the document where I want to enter a page break
Aaron Hale 12 months ago in Cost Volume Pro 0 Planned

The Ability to Turn Off Auto Refresh ProPricer Data

Description: When adding ProPricer data to a section of the Cost Volume the data fresh can be slow when there are many proposals, or the proposal is large. Add a toggle in the cost volume properties that when disabled the fields are not refreshed ...
Aaron Hale 6 months ago in Cost Volume Pro 0 Future consideration

LOCK or Protect PIVOT Layout

Once PIVOT layout format is created, can we add a feature to LOCK or Protect the layout so that by accident no one else can overwrite it?
Aaron Hale over 2 years ago in ProPricer 9 0 Planned

Document Process Options

The ability to process specific parts of the document when clicking the process button.
Aaron Hale about 1 year ago in Cost Volume Pro 0 Planned

Recommend the BOE resets back to the start when a new BOE version is created

BOE View: When creating a revision of a BOE, once a BOE has been approved, the new BOE doesn't default to the first step in the workflow process. I recommend the BOE resets to the start when a new BOE version is created. In the screenshot, the 2-(...
Guest about 1 year ago in BOE Pro 0 Planned