All ideas

Feature Request: Add Copy Proposal to Recent Proposals List Summary: Automatically include newly copied proposals in the Recent Proposals list so users can quickly access and continue working on them. Problem Statement: After copying a proposal, u...

Feature Request: Copy Proposal with Options Summary: Allow users to copy an existing proposal along with selected configuration options, structures, and content so they can quickly create new proposals based on proven patterns. Problem Statement: ...

Feature Request: Workflow Admin Eligibility Right in Roles Summary: Add a role-based permission that explicitly grants or restricts workflow administration rights, making it easier to control who can configure and modify workflows. Problem Stateme...

Feature Request: AI Dela Generative Agent for BOE Drafting, Review, and Update Summary: Introduce an AI-powered assistant (Dela) in BOE Pro that reviews, summarizes, and improves BOE text, validates estimates, and supports interactive, context-...

Feature Request: Missed Workflow Due Date Notifications Summary: Enable automated notifications when workflow step due dates are missed, sending alerts via email and activity feed to Proposal Managers (proposal owners and RAM admins) and the user ...

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?

Feature Request: Auto Calculation Toggle at Proposal Template Level Summary: Add the ability to enable or disable system-driven auto calculations at the proposal properties and template level, allowing administrators and power users to control whe...

Feature Request: Proposal Breakdown Structure Bar – Reduced Indentation White Space Summary: Improve the proposal breakdown structure (PBS) toolbar so that nested folder levels do not create excessive indentation and vertical white space, allowing...

Feature Request: Section List View Usability Enhancements Summary: Improve the Section List View to make it easier and faster for users to navigate, understand, and manage large sets of sections. The enhancements should focus on clarity, discovera...

Feature Request: Proposal Event Notifications for Owners/Managers Summary: Enable proposal owners and managers to configure and receive notifications when key events occur on their proposals. This includes updates such as new attachments, status c...