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Audit report for unassigned estimates

Description: To have confidence in the submitted proposal, the proposal owner needs to be sure all calculations on the proposal have received the estimate assignment. Create a popup when submitting the proposal informing the user if there are any ...
Kenny Louden 7 months ago in BOE Pro 0 Future consideration

External system integration - Able to define which fields are needed for query

Description: When creating a new ESI configuration, it would be beneficial to be able to select which fields are needed for the query (lookup) without impacting the output that gets produced. Use Case/Example: If the source that is being used for ...
Kenny Louden 4 months ago in BOE Pro 0 Future consideration

Mail in the Project

Description: Need the ability to have all emails related to a project saved to the project and the ability to email from a project. Use Case/Example: Most communication about a project happens via Outlook. The problem is that the documentation exi...
Aaron Hale 4 months ago in Management Pro 0 Future consideration

Make Override for Material Escalation

Please add the ability to convert all material escalation on a proposal to an override so they will not be updated when the Escalation Table is updated. Or, make the ability to stop the escalation rates from updating when the Escalation Table is u...
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration

Grand Total only on Pivot Grid

| The selection to untick the Totals in propricer pivot was a great addition - is it possible to allow for disabling each subtotal but retain the grand total for the proposal? |
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration

Remove the Calculation when the Formula is removed.

Description: When a user manual removes a formula from the BOE section, delete it from the Calculation Tab. If the calculation already has Resources assigned, provide a popup asking the user if they want to delete the resource assignment. When the...
Aaron Hale 4 months ago in BOE Pro 0 Future consideration

Print Attached File Names in Bid Cost Worksheet

Enable BOE Pro to print the names of attached files in the Bid Cost Worksheet, similar to Contractor Edition (CE). This allows users to easily identify if files are attached to the BOE, enhancing visibility and documentation during bid preparation.
Guest 9 months ago in BOE Pro 0 Future consideration

Turn off the Home Dashboard

Description: Not all users need access to the Win/Lose Information. It would be nice to have the ability to restrict access to that dashboard or to exclude information for specific users. Use Case/Example: If an estimator logs in, they will only s...
Aaron Hale 4 months ago in BOE Pro 0 Future consideration

Ability to "Favorite" Proposals for Quick Access

Description: Add ability to "star" or "favorite" proposals for quick access from the dashboard and proposal list views. Use Case/Example: As the pool of proposals increases, this feature would enable one-click access to frequently used proposals t...
Guest 4 months ago in BOE Pro 0 Future consideration

Add a save button to all popup windows

Description: Remove auto saving from Popup windows (like add estimates and Proposal Properties) and add a save button down at the bottom. Use Case/Example: When making edits to the proposal properties, I may decide I don't want to save the changes...
Guest 9 months ago in BOE Pro 0 Future consideration