* Please reassign this ticket to Heather Neiger as Sam is retiring* If estimates are changed outside of the BOE and the original estimates are derived from a formula, BOE Pro captures the difference in a delta column. It would be nice if the Calcu...
*** Please reassign this ticket to Heather Neiger, as Sam is retiring*** Add the ability to control what functionality is available and visible to the estimators within the BOE View. For example, I could turn off the ERs, ER results, and CER tabs ...
Can BOE Naming template be moved to the Proposal settings on the BOE Section Tab
***Please reassign this ticket to Heather Neiger as Sam is retiring*** Every proposal will have a preference, controlling this Globally is nice for a default, but realistically should be at the proposal level.
Add support for updating Unit of Measure (UM) field via API
Description: Currently, the API does not support updating the Unit of Measure (UM) field for cost sources. Our team requires this functionality to ensure data consistency and accuracy in our quotes and proposals. We kindly request that this featur...
Pagination for the will return a set number of items per page when retrieving the proposal list. The purposes are to be able to retrieve large data sets faster. The primary data set is the proposal list.
Description: Add a new type of Table of Contents section type for a table of files. List all attached files in the document. Treat External Reports as files. Provide, the name of the document, the name of the section the Document is in, the docume...
Description: Add the office color pallet as the default for the highlighter Use Case/Example: Office is the standard for text editing and the majority of users are familiar with the highlighter from office.
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Planned
