CP's

Add a permission model to appsettings.json that controls which HTTP methods (GET, POST, PUT, DELETE, PATCH) are allowed for each key. By default, all methods are allowed, but permissions can be explicitly set to true or false per method. This requ...

Instead of storing credentials in plain text within appsettings.json, implement secure hashing or encryption of these values.

Description: Establish a direct ODBC connection from ProPricer to Costpoint to replace the current web-services integration. This will expand the available data entities and volume we can import, reduce latency, and improve reliability. Use case /...

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.

Description: Add the ability to Add/Edit/Delete the Proposal User field from the system. Make sure to have the ability to update proposal user field values. Use Case/Example: The ability to update the system fields and have the new values be avail...

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 a single call to Connect for Web that returns all the PSheet data for a specified proposal.

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

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...