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Agentic AI for Fomula Generation

Description: 1 Add AI logic to the formula generation engine to automatically deselect formulas that likely contain dates or unrelated text data. 2 Add AI-based naming logic to automatically rename each formula with a descriptive name and descript...
Aaron Hale 3 months ago in BOE Pro 0 Planned

Table of Contents Setting and excluding certain headings

Description: Table of Contents Setting and excluding certain headings Use Case/Example:
Kenny Louden 6 months ago in Cost Volume Pro 0 Planned

Required Indirect Pool

Description: The ability makes the indirect pool required when inputting a resource. Make it configurable in the proposal properties/template properties. Use Case/Example: Users must select the Indirect Pool on specific proposals to apply the corr...
Guest 9 months ago in BOE Pro 0 Planned

Time-phased BOE reports

Time-phased BOE reports
Guest over 1 year ago in BOE Pro 2 Planned

Auto Timeout and Settings

* Auto Timeout: Automatically logs out users after a predefined period of inactivity. The duration should be adjustable by system administrators.* Customizable Timeout Settings: Administrators should be able to set and modify the timeout duration ...
Kenny Louden over 1 year ago in BOE Pro 1 Planned

Traceability Report

Description: The ability to provide a pivot of costs that is linked to sections of the document. Use Case/Example: User needs to be able to create a table of cost linked to specification of the document.
Guest 10 months ago in Cost Volume Pro 0 Planned

Option to include workflow log and reset steps when proposal is copied (log not included default)

Description: Add an option to include the workflow log when copying a proposal in BOE Pro. By default, the log is excluded, but users can opt to include it. Also add an option to reset the workflow steps in the copied proposal, ensuring a clean wo...
Kenny Louden 10 months ago in BOE Pro 0 Planned

BOE Check List, Workflow and BOE Section

Description: This BOE Pro feature adds a required customizable checklist as a BOE Section to track key proposal steps. The checklist must be fully completed before advancing, ensuring no critical tasks are missed. The enhanced BOE Section streamli...
Guest 10 months ago in BOE Pro 0 Planned

Sanitize proposal prior to sending to EBS

Create menu of options to delete/scramble names, bidders, BOE, etc etc etc. Often times a request for a .zip by EBS is for only one issue, and a lot of the data can be stripped out.
Nikolai Slepushkin about 3 years ago in ProPricer 9 0 Planned

Curve Unit Price to Proposal Quantity

Ability to curve the Material Unit price up or down to the Proposed Quantity. For example PO history is for a specific quantity vs Quotes where you may have range pricing. It would be great if the software curved the unit price.
Nikolai Slepushkin about 3 years ago in ProPricer 9 0 Planned