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Proposal Breakdown Structure Bar - reduce white space

Description: In the proposal breakdown structure tool bar, Each level created in the folder structure indents the below structures, causing excess white space in the bar, requiring to make the bar larger to see the text and folders. Is there a way...
Guest 2 months ago in BOE Pro 0 Future consideration

Notify User when Leaving the RAM, if any workflow role remains unassigned.

Description: Notify the user when they try to leave the RAM without assigning all the users to the workflow steps. Use Case/Example: It's easy to forget to go to the user workflow assignment after adding the RAM groups.
Guest 3 months ago in BOE Pro 0 Planned

Access Proposal Views on Right-Click Menu

Enable users to access the Proposal Views list directly from the right-click menu on a proposal in the navigation pane. This enhancement will allow users to choose and open a proposal in their preferred view, providing a faster and more convenient...
Estevan Mercado about 1 month ago in ProPricer 9 0 Future consideration

Download the documents from the document section.

Description: After uploading a document, the user may need to download it to make edits or send it via email. Use Case/Example: The user created a document from a template that already has document sections. One of the sections is out of date, and...
Guest 2 months ago in Cost Volume Pro 0 Planned

Set a default Curve or require the user to select a Curve when entering an estimate.

Description: The ability in CE to set a default Curve is needed in BOE Pro; the default curve can also be blank, requiring the use to select one. Use Case/Example:
Guest 9 months ago in BOE Pro 0 Planned

Global fields and CERs in BOE Pro

Description: Need a way to make Global Resource Fields required in BOE Pro but not required in Contractor Edition (CE). Alternatively, there are certain fields that need not be editable by the user, but they need to maintain their default values w...
Guest 5 months ago in BOE Pro 0 Planned

Access Tags for Locations/Folders (folder rights) Edit folders/location option

Description: The ability to assign access tags to locations. The user cannot see the area to select if they do not have the access tag for that location, and they cannot see the proposal saved in that location even if they have access otherwise. T...
Guest 5 months ago in BOE Pro 0 Planned

Section List View in Document Structure

Description: The ability to see the list of sections in the same order as the section view on the section list view with indents
Kenny Louden 3 months ago in Cost Volume Pro 0 Planned

Proposal CER Derivative Assignments

Description: Add functionality to proposal CERs to allow for CER derivatives to be applied or assigned to different areas on the proposal via Task Selection. Use Case/Example: I set up a multi-derivative CER, but I want each derivative value to be...
Guest 3 months ago in ProPricer 9 0 Future consideration

Use Current Table Setting, Indicate the Current Table in List, and warn when not using current on submit

Description: The ability to set the current table in the template and have the created proposal automatically select the current table when created. And the ability to see the current table when selecting tables in the proposal properties. And wan...
Guest 7 months ago in BOE Pro 0 Future consideration