Ideas

Enhance the withholding feature in Cash Flow Pro to base calculations on billing type formula elements. This update ensures precise withholding deductions and re-additions, improving financial accuracy and user transparency.

Problem: Due to size of our ProPricer database, when exporting data out of ProPricer using Integration Pro, we only pull records for recently created or modified proposals. We then must merge these changes with the existing proposal records that w...

Add the ability to filter the Proposal list by a proposal selection

The amount of data being intergrated is relatively large and needs to be filtered. We should be able to export based on a dynamic date setting (under Proposal Selections) so that each day it only exports the latest data and not all the data. We us...

Add proposal Dashboard whish allow the user to display and export their favorite graphs for the proposal in one place.

Allows individuals to use another database setup other than Microsoft SQL and Oracle.

Add the ability to pivot off of Global Resource Fields in the standard Pivot Grid

Add an X button that will Close All Tabs on the right side of the bar

Unlock/Copy Proposal in Cash Flow Pro