All ideas

Define and name multilevel subfolders, Subfolders should include the structure section as a top-level folders by default and have the ability to create and name the folder structure

Currently, there is no ability to add the summary fields as an ad-hoc layout option for the Summary Travel report. Please add this as an option.

Feature Request: Reset BOE workflow step on manual version creation Summary: Enable BOE versions that are manually created after approval to automatically reset to the first step in the workflow, ensuring that new versions follow the full review a...

Feature Request: Date Entry Like CE Summary: Enable users to quickly enter and adjust proposal dates (Start Date, End Date, Due Date) using a more efficient date entry interaction, similar to the CE experience. The goal is to minimize clicks and m...

Feature Request: Prevent BOE Detail report generation when estimates are not assigned to a formula Summary: Ensure the BOE Detail report does not generate when direct estimates exist that are not assigned to any formula. Instead, the system should...

Feature Request: Estimate Change Log Summary: Enable users to view a change log for estimates in BOE Pro, similar to the functionality available in CE. The log should show when an estimate was changed, who made the change, and provide visibility i...

Similar to the BOE View screen where the user has an option to customize what items are seen at the top of the page, adding that functionality to the Dashboard will help the users be able to expand the both the estimate and cost by year screens at...

Feature Request: Replace headers and footers in embedded documents Summary: Enable users to customize or replace the header and footer content shown in embedded documents. This would allow organizations to present embedded content with the appropr...

Optimize the Report Preview and Reports in Document View  * Preload reports (Document view)* Timeout for Preview if it's taking too long* Data filter warning