All ideas

When creating a proposal template, allow for the integration tab to be created within the template. Currently, only the Data Server can be selected with the remaining fields being populated when a proposal is created. This will allow for rate tabl...

Feature Request: Bulk BOE Section Requirement Toggle Summary: Introduce a control in Proposal Properties that allows users to set all BOE sections to “required” (or clear the requirement) in a single action, instead of configuring each section ind...

Feature Request: Ability to Favorite Proposals for Quick Access Summary: Introduce a “favorite” or “star” capability that allows users to mark specific proposals and quickly access them from the dashboard and proposal list views. This will provide...

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...

Please add the ability to revoke access/edits to Locked Proposal Permission Overrides at a role-based level. Currently, Locked Proposal Rights can be restricted for all users/roles as an "all or nothing" approach. However, adding a role-based cont...

Feature Request: PBS Root Creation Permissions Summary: Introduce permissions that restrict certain users (e.g., BOE Authors) from creating root-level PBS elements, while still allowing them to add child levels under existing PBS structures. This ...

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

Feature Request: Section-Level Font Overrides in Proposals Summary: Allow proposal owners or administrators to define and override fonts on a per-section basis within a proposal. This enables each section (e.g., Work Description, Rationale) to use...

Description: Section Deletion warning: everything will be deleted! Option to not delete children. Use Case/Example: When deleting a section with children all the children are deleted. The user should be warned of the action. Additionally, sometime...

Description: Table of Contents Setting and excluding certain headings Use Case/Example: