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Setting Up Rules for Moving Proposals

Please add the ability to setup rules to move proposals to a specified folder based upon specific criteria. Similar to the rules for archiving functionality, we would like to setup rules to auto-move proposals to a given folder, but not archive them.
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration

Pre-mapping Resources to Scheduled Rate Categories

Please add the ability to pre-map resources to specific scheduled rate categories, such that when selecting a specific resource on an applied scheduled rate table proposal, the scheduled rate will automatically be applied to that resource. Current...
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration

Please add single report that prints the CER, Burden, and Direct Rates used on the proposal

Please add a single report that prints the CER, Burden, and Direct Rates used on the proposal.
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration

Add Two-Factor Authentication option to login security.

Add Two-Factor Authentication option to login security.
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration

Pivot Grid on Workflow information

| Pivot grid on workflow data, including Associated Users, and steps.This would allow for quick statusing on outstanding items, against other values in the proposal. |
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration

Changes in the Header and Footer of the structure apply to child section.

Changes made to the Header and Footer of the structure will automatically apply to all child sections within that structure. This ensures consistency across the document by propagating updates from the parent section to its associated child sectio...
Aaron Hale 9 months ago in Cost Volume Pro 0 Future consideration

Activity Feed for Authorization Server

Add an Activity Feed to Authorization Server to track key events, including user logins/logouts, failed login attempts, user additions/deletions, product access changes, and license modifications (added/removed/updated). All tracked activities sho...
Aaron Hale 9 months ago in Authorization Server 0 Planned

Notifications on Proposal Submit

Description: The ability to notify the proposal managers and CCed by email when a proposal is submitted. Use Case/Example: Pricing does not always know when the proposal was submitted. Notify the right people when a proposal is submitted.
Aaron Hale 9 months ago in BOE Pro 0 Future consideration

Add Paste Special Functionality

Excel Paste Special Functionality within the Import Export tool.
Guest over 2 years ago in ProPricer 9 0 Future consideration

Multiple signers per workflow step

When there are multiple people assigned to the same Workflow Step, allow the selection of the required signers. Should be able to select all or some of the people on the step.
Aaron Hale over 1 year ago in BOE Pro 0 Planned