All ideas

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...

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: Need the ability to limit authors from creating PBS at root. Use Case/Example: My BOE Author may been to create a Level of the PBS, but they should not be able to create a new root level. For example, the proposal may have WBS as the ...

Description: Add a setting in the BOE section to default the auto-find formulas for that section to off. Use Case/Example: Certain sections in the BOE will never have formulas. The user currently has to turn off auto-find formulas causing extra cl...

Description: When creating a new ESI configuration, it would be beneficial to be able to select which fields are needed for the query (lookup) without impacting the output that gets produced. Use Case/Example: If the source that is being used for ...