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Reference External Document links

Description: Provide the ability to reference linked documents like SharePoint or other tools with linked access-controlled file delivery capabilities. Links should be specific to files being delivered with that cost volume submittal. Use Case/Exa...
Aaron Hale 10 months ago in Cost Volume Pro 0 Planned

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 10 months ago in Cost Volume Pro 0 Future consideration

Combine the Cost Sources and Cost Source Details templates into one

Instead of having two templates, combine these two into one template.
Aaron Hale over 3 years ago in ProPricer 9 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 10 months ago in Authorization Server 0 Planned

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

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 10 months ago in BOE Pro 0 Future consideration

Import MS Project with Additional Assignment Mapping

The Assignment Mapping tab when importing from MS Projects file is limited to 1 field. Would like to expand this to 2 or more fields from the Resource Sheet data.
Guest over 1 year ago in ProPricer 9 0 Future consideration

Automatic Milestone Payments that keep the contract positive.

The ability to have the system figure out and apply the payments needed to maintain a positive cash flow throughout the proposal.
Aaron Hale almost 2 years ago in Cash Flow Pro 0 Future consideration

Access Tags for Material and Resources Fields and their values

Access Tags for Material and Resources Fields and their values
Aaron Hale over 2 years ago in ProPricer 9 0 Planned

Rate Modifiers Available in BOE Pro

If the proposal in CE uses rate modifiers, make these items available for the estimator in BOE Pro to select.
Aaron Hale almost 2 years ago in BOE Pro 0 Planned