All ideas

The concurrent license validation is required every 6 months. Could an enhancement be made to provide some sort of alert when the validation will be required within the next N days? This will allow for me to plan downtime with the users to validat...

Feature Request: Template Update with Selective Options Summary: Introduce the ability to update a Proposal (and related records) from a template with granular options that let users choose which sections or attributes to apply. This ensures that ...

Feature Request: Configurable Cost and Hours Terminology Summary: Allow organizations to customize the display labels for Cost and Hours fields so that they can use terminology that aligns with their internal estimating practices (for example, “In...

Feature Request: Enhanced Selection Widget Summary Details Summary: Expand the selection info widget to display key pricing and resource-type details so users can fully understand the cost and resource composition of a selection at a glance, witho...

Currently, the text format in the Header and Footer sections of the Basis of Estimate (BOE) documents is fixed when the "Lock Font Settings" is toggled on, limiting users' ability to customize these sections according to their needs. Propose an en...

Feature Request: Pre-pull and scope actuals to proposal Summary: Enable proposal owners to pre-pull and store a curated list of relevant actuals (articles) from a project directly into a BOE Pro proposal. Estimators will then query and preview onl...

Just like the Update Current Proposal offers the ability to update the CERs, it would be nice if there was the same option on the templates.

Feature Request: Ignore Source Document Margins for Appended Content Summary: Enable Cost Volume Pro to override the original margins of an attached document and apply the margins defined within CVP when using Append and Append Embed. This ensures...

Feature Request: Travel Rate Editing by Travel Element Summary: Enable users to edit travel reimbursement rates at the travel-element level (e.g., airfare, lodging) so that specific elements can be adjusted while others remain locked or controlled...

Description: Regarding CASE Support Case : 250327-000925 and 250327-001105 Updating a singular value in Connect4Web needs to contain additional items to perform an update on proposal properties when that value that is intending to change is not on...