Skip to Main Content
ProPricer Ideas Portal
Status Planned
Workspace BOE Pro
Created by Guest
Created on Apr 15, 2026

Sync CE Templates when creating the proposal in BOE Pro.

Feature Request: Sync CE Templates when creating BOE Pro proposals

Summary:
Enable users to select a CE template during BOE Pro proposal creation so that Proposal CERs, task and resource selections, and table selections are automatically imported from CE. This provides a consistent, template-driven starting point for proposals while preserving the current non-template workflow for users who do not use CE templates.

Problem Statement:
Today, estimators who need proposals in BOE Pro to align with standardized CE templates must manually configure Proposal CERs, tasks, resources, and tables to match CE. This manual process is time-consuming, error-prone, and can lead to inconsistent proposal setups across the organization. There is no direct way to drive BOE Pro proposal configuration from a selected CE template at the time of proposal creation.

Proposed Solution:
Allow users to optionally select a CE template when creating a new proposal in BOE Pro.
When a template is selected, authenticate against CE as needed and perform a one-time import of the following from the chosen CE template into the new BOE Pro proposal:

  • Proposal CERs

  • Task selections

  • Resource selections

  • Table selections

If no template is selected, proposal creation in BOE Pro should behave exactly as it does today, with no change to existing workflows.
The template-based import should be a single copy operation at proposal creation time, with no ongoing synchronization or back-propagation of changes between BOE Pro and the CE template.
Surface clear messaging in the UI that the configuration is a one-time copy and that subsequent changes to the CE template will not auto-update existing BOE Pro proposals.

Benefits:
Reduces manual configuration effort and setup time for new proposals.
Improves consistency and standardization of proposals across the organization by aligning them with approved CE templates.
Decreases the risk of configuration errors and omissions in Proposal CERs, tasks, resources, and tables.
Preserves current workflows and flexibility for customers who do not use CE templates or prefer manual configuration.
Strengthens alignment between BOE Pro and CE while maintaining clear boundaries and expectations around synchronization behavior.


  • Attach files
2 MERGED

Template-Based Task and Resource Selection in BOE Pro

Merged
Feature Request: Template-Based Task and Resource Selection in BOE Pro Summary: Enable users to define and assign Task and Resource selections directly within BOE Pro templates so that proposals automatically inherit the correct configuration when...
5 months ago in BOE Pro 0 Planned