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Ability to zoom in with slider

Allow users the ability to zoom in/out with a slider, similar to Excel, etc. We've had users providing feedback that everything displays very small and can be somewhat hard to read especially after extended periods of use.
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Shipped

Add Proposals I own to the My Proposal list on the dashboard.

Description: Add all the proposals I own to the list of My Proposals on the dashboard Use Case/Example:
Guest 3 months ago in BOE Pro 0 Shipped

Copy Task Data to Multiple Tasks

Please add the ability to copy task data to multiple tasks at one time. Currently, users can only copy task data to another task, but it would be very efficient to be able to copy a single task's data into multiple tasks at one time.
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Shipped

When will the ability to submit proposals to a specific location in CE be introduced?

Please reassign this ticket to Heather Neiger as Sam is retiring Currently proposals submitted from BOE PRO only submits to the root location, meaning users then need to drag it to their desired folder.
Guest about 1 year ago in BOE Pro 0 Shipped

Support for System Proposal User Fields

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...
Kenny Louden 5 months ago in Connect for Web API 0 Shipped

Section Automatic Numbering, function like Word

Description: Section Automatic Numbering, function like Word. Add the ability to set auto-numbering for sections dragging a section to a new position will update the number and child numbering. Print numbers on section header in the document. Use ...
Kenny Louden 5 months ago in Cost Volume Pro 0 Shipped

Withholding Calculation Base Updates

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.
Guest 11 months ago in Cash Flow Pro 0 Shipped

Add a column with the proposal's Unique ID as it is a more reliable join key than proposal name/version.

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...
Guest 3 months ago in Integration Pro 0 Shipped

Need the ability to track concurrency

Description: Need the ability to track max number of concurrent users Use Case/Example: Being able to see how many concurrent users information will the business when they need more or less licenses
Aaron Hale 9 months ago in Authorization Server 0 Shipped

Task and Resource Creation

Please reassign this ticket to Heather Neiger as Sam is retiring Merge into 67 and check 47 Can't create a Task via BOE view, but can create a Resource. Need to have both capabilities. Can Estimators be able to enter a PBS?
Guest about 1 year ago in BOE Pro 0 Shipped