All ideas

Description: Change the name of the "(default)" template to (Blank) Use Case/Example: When users see (default) they don't think blank.

Implement an automatic unlocking mechanism for Proposals and BOEs when changes are synced from Contractor Edition. This feature should ensure that any updates made in the Contractor Edition are immediately reflected and editable in the correspondi...

Description: Add the ability for proposal Owners/Managers to be notified when key events happen within their proposal. For example, when an attachment is added to a BOE, notify the owner of the proposal in the proposal activity freed. The Proposal...

Description: This BOE Pro feature adds a required customizable checklist as a BOE Section to track key proposal steps. The checklist must be fully completed before advancing, ensuring no critical tasks are missed. The enhanced BOE Section streamli...

Need to be able to identify the different database setup.

Add the ability to unlock the proposal to the breadcrumb and the proposal hover menu.

Description: 1 Add AI logic to the formula generation engine to automatically deselect formulas that likely contain dates or unrelated text data. 2 Add AI-based naming logic to automatically rename each formula with a descriptive name and descript...

CER View: The Quick Add functionality in the CER view allows a user to add tasks and WBS to the proposal which seems out of place. Recommend quick add functionality allow to add multiple CERs at a time

BOE Sections: Would be nice if the Header defaulted to the title of the BOE section instead of needing to re-enter it. For Task Description, the header would default to Task Description. (see screenshot) Proposal Properties: Each BOE section has a...

Add the ability to do a quick add for the responsibility group. Ability to assign workflow to each BOE using a bulk import. Ability to import the RAM, responsibility and workflow set-up using a single bulk import.