All ideas

Description: The ability to list month values on rows instead of columns Use Case/Example: When copying and pasting from Excel, month values are usually listed in rows. We need the ability to copy past years row by row on the BOE and Estimates view.

Description: Add a toggle when submitting to CE to only submit finalized BOEs. Use Case/Example: I don't want draft finalized BOEs in my CE proposal.

Description: Currently, we only support copying proposal templates. Introducing the ability to archive and restore templates would be a valuable enhancement—especially in scenarios where the "Update from Template" feature is used with imported pro...

Description: The idea is to allow users to copy all or selected parts of data from another proposal. In many cases, copying the entire proposal and then removing unnecessary parts might be sufficient. However, there may be use cases where users ne...

Description: The ability in CE to set a default Curve is needed in BOE Pro; the default curve can also be blank, requiring the use to select one. Use Case/Example:

The ability for users to view entire summary (custom) field mapping within BOE Pro to eliminate having to reference any outside sources or CE for the full mapping. Include a time stamp of when the mapping was last imported to allow pricing leads t...

When summary field mappings are imported from CE to BOE Pro (via the "Import CE Estimates" or "Add Proposal from CE" features) and new tasks are created, the structure field drop downs (i.e BOE ID, CLIN, Option, WBS, etc) should function the same ...

Description: Allow the custom task fields to have a default value setting. Use Case/Example: There is a custom task field that should always have the same value. Currently, the user must select the same value each time a task is created.

Description: Allow BOE Pro to pick a few words before or after a formula and add them as the formula's name. Use Case/Example: When there are a lot of formulas on the BOE text, it is hard to track which formula ties to a specific estimate.

Description: Include the total in BOE text. Use Case/Example: Right now, the user has to manually add the total number to the BOE text, and if the calculation is updated, the total is not also updated. The calculation needs to automatically includ...