All ideas

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...

Introducing more flexible Direct Rate Table functionality: Multiple Direct Rate Tables per Proposal: A proposal can now have multiple direct rate tables attached, allowing different escalation timescales (e.g., Month, Quarter, Year) in separate ...

Feature Request: Add manual save button to popup windows Summary: Introduce a manual save button to key popup windows (such as Proposal Properties and Add Estimates) and remove automatic saving of changes within these dialogs. This will allow user...

Description: Enable ProPricer Integration Pro to export data to external databases via ODBC, providing full parity with existing export capabilities. Use Case/Example: A pricing analyst needs to export Proposal Properties and other datasets from P...

Description: The ability to include the offeror, solicitor, and date created in the proposal tracking number. Use Case/Example: When keeping track of a proposal and all its iterations in Multiple tools, the user needs to be able to configure the u...

Description: We had a proposal that used our standard labor category setup that the client requested we modify in a subsequent revision to include key staff (individual names) designations and project role category descriptions. The base rates and...

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...

Feature Request: Style Lock Enforcement Summary: Enable users to lock document styling so all text must use predefined styles rather than manual font formatting. This would help ensure consistency across documents and prevent ad hoc font changes t...

Feature Request: Quick Add SOW to Multiple PBS Records Summary: Enable users to quickly add or copy-paste a Statement of Work (SOW) into multiple PBS records at once. This feature should support bulk association of a single SOW to many PBS items i...

Add the ability to refresh the resource fields based upon the current rate tables. For example, if staff switch report categories between revisions and the data is copied from a previous proposal, the report category remains as it was originally a...