All ideas

Feature Request: Custom Ordering for List Section Values Summary: Allow users to control the display order of values within list sections by defaulting to order of entry and providing an intuitive way to reorder values manually, rather than enforc...

Feature Request: Rename “(default)” template to “(Blank)” Summary: Update the name of the existing “(default)” template to “(Blank)” so that users clearly understand it is an empty/blank template and not a preconfigured or preferred default config...

Feature Request: Prevent Printing BOEs with Errors Summary: Prevent users from printing a BOE when it contains errors, including unassigned estimates or other invalid resource conditions. This ensures that printed BOE reports are complete, accurat...

Feature Request: Make "Show workflow steps" the default RAM view Summary: Set the Responsibilities Assignment Matrix (RAM) to display with "Show workflow steps" enabled by default. Remove or de-emphasize the separate toggle so that users always se...

Feature Request: Scannable Activity Feed with Visual Cues Summary: Improve the activity feed so users can quickly understand what happened at a glance, without reading every word. The feed should use structured layout, visual indicators, and clear...

ProPricer data in the default text section level. The ability to set ProPRcier data in the document templates.

Feature Request: Calculated Columns in Material View Summary: Enable users to add custom calculated columns directly in the material view grid. Calculations should reference existing fields, apply common functions (e.g., sum, average, min/max), an...

Purpose / Description: Enable users to quickly establish an integration between Costpoint and ProPricer using Integration Pro with the new ODBC connection method by providing pre-built starter queries. These queries will: Target Costpoint material...

Focused on improving resource selection for Services-type proposals: Rate Source Selection Field: Add a field to capture the rate source when selecting a resource. Rate Attributes Field: Add fields to capture rate attributes for better resourc...

A new optional feature designed to handle advanced rate management for Service-Type proposals that require it: Choice at Proposal Creation: Users can select Rate Builder instead of Rate Card when setting up a proposal. Comprehensive Rate Mana...