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Archive and Restore for Proposal Templates

Description: Currently, we only support copying proposal templates. Introducing the ability to archive and restore templates would be a valuable enhancement—especially in scenarios where the "Update from Template" feature is used with imported pro...

Guest 2 months ago in BOE Pro 0 Future consideration

1 VOTE

Bulk copy from proposal

Description: The idea is to allow users to copy all or selected parts of data from another proposal. In many cases, copying the entire proposal and then removing unnecessary parts might be sufficient. However, there may be use cases where users ne...

Guest 2 months ago in BOE Pro 0 Future consideration

3 VOTE

Proposal Owner/Manager Notification Settings

Description: Add the ability for proposal Owners/Managers to be notified when key events happen within their proposal. For example, when an attachment is added to a BOE, notify the owner of the proposal in the proposal activity freed. The Proposal...

Guest 8 months ago in BOE Pro 0 Future consideration

1 VOTE

User view of entire summary (custom) field mapping

The ability for users to view entire summary (custom) field mapping within BOE Pro to eliminate having to reference any outside sources or CE for the full mapping. Include a time stamp of when the mapping was last imported to allow pricing leads t...

Brianna Troiano 3 months ago in BOE Pro 0 Future consideration

1 VOTE

Summary (Custom) Field Mappings function like CE when creating/editing tasks

When summary field mappings are imported from CE to BOE Pro (via the "Import CE Estimates" or "Add Proposal from CE" features) and new tasks are created, the structure field drop downs (i.e BOE ID, CLIN, Option, WBS, etc) should function the same ...

Brianna Troiano 3 months ago in BOE Pro 0 Future consideration

2 VOTE

Copy Section: with the option to copy all children or specific children

Description: Provide the ability to copy the section and some or all the child sections. Use Case/Example: The user may need similar sections and structures. Allowing the user to copy all or part of a section/structure will enhance efficient docum...