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ProPricer Ideas Portal
Status Planned
Workspace Cost Volume Pro
Created by Guest
Created on Oct 7, 2025

Tables with ProPricer Connect Data

Feature Request: Insert Pivot from ProPricer Data

Description: Enable users to insert pivot tables directly from ProPricer data into product documentation or analysis views. This feature would streamline data integration and facilitate more dynamic financial reporting.

Use Case/Example:
Users often need to include complex financial summaries or pivot tables generated in ProPricer within their project documentation, proposals, or internal reports. Currently, this requires manual data export and formatting, which is time-consuming and error-prone. Allowing direct insertion of ProPricer pivots would improve workflow efficiency and ensure data accuracy.

Value:

  • Reduces manual effort in data preparation and reporting

  • Ensures accurate and up-to-date financial information is presented

  • Improves consistency across documentation and analyses

  • Enhances collaboration between finance and project teams

Acceptance Criteria:

  • Users can insert a pivot table from ProPricer directly into the editor

  • Inserted pivots retain formatting and are interactive where possible

  • Data refreshes automatically or on demand to reflect latest ProPricer updates

  • Supports export and sharing with preserved pivot formatting

  • Attach files