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ProPricer BOE Pro Ideas
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BOE Reports: Add workflow approval and finalized date plus the approvers name

BOE Reports: Add workflow approval and finalized date plus the approvers name in the work authorization section of the Bid Cost Worksheet? Show who approved the BOE and when, like a time stamp.
Heather Neiger 11 months ago in  0 Planned

Auto Number Tasks

Auto Number Tasks
Guest over 1 year ago in  0 Planned

Link Text to Existing Formula

Enable users to link text within the BOE section to existing formulas in BOE Pro.
Aaron Hale about 1 year ago in  0 Future consideration

Auto-Hide for Menu and Blue Top Bar

To make more room on the screen, auto-hide the topbar with an option to turn autohide on or off. Proposed function. * A button on the blue bar enables/disables autohide.* When autohide is enabled, the top bar auto hides after 5 sec with more mouse...
Aaron Hale about 1 year ago in  0 Future consideration

Enable Filtering by default

Enable the default filter row on all grides, and remember user settings.
Aaron Hale about 1 year ago in  0 Planned

Customer View of BOE in POE Pro

Customer View of BOE in POE Pro
Aaron Hale about 1 year ago in  0 Future consideration

Notifications on Proposal Submit

Description: The ability to notify the proposal managers and CCed by email when a proposal is submitted. Use Case/Example: Pricing does not always know when the proposal was submitted. Notify the right people when a proposal is submitted.
Aaron Hale 7 months ago in  0 Future consideration

Set Different Levels for SOW and BOE in the proposal properties.

The options are confusing, specifically the option Task means for SOW on both and BOE-only Task. I think it will be better if we have separate options for Link SOW and Link BOE.
Aaron Hale about 1 year ago in  0 Planned

Proposal User Fields from CE

Proposal User Fields from CE
Aaron Hale almost 2 years ago in  0 Planned

Sync report

Sync report * List all change* Add to BOE Activity Feed
Aaron Hale almost 2 years ago in  0 Planned