All ideas

Hello, Please add the ability to move multiple proposal to a folder at one time. Currently, it will only let you move one proposal at a time. Under the Proposals list tab, you can select multiple proposals to archive but are unable to move all sel...

Please add the ability to setup rules to move proposals to a specified folder based upon specific criteria. Similar to the rules for archiving functionality, we would like to setup rules to auto-move proposals to a given folder, but not archive them.

Please add the ability to pre-map resources to specific scheduled rate categories, such that when selecting a specific resource on an applied scheduled rate table proposal, the scheduled rate will automatically be applied to that resource. Current...

Non-Standard travel from our rate table will not have any cost associated with it for Airfare, car rental, hotel, etc. Would like to see the Audit Report flag that as an error.

Add Two-Factor Authentication option to login security.

| Pivot grid on workflow data, including Associated Users, and steps.This would allow for quick statusing on outstanding items, against other values in the proposal. |

The Assignment Mapping tab when importing from MS Projects file is limited to 1 field. Would like to expand this to 2 or more fields from the Resource Sheet data.

Excel Paste Special Functionality within the Import Export tool.

Checking the "Multiple Documents" checkbox would work in a similar way to checking the "Multiple Worksheets" checkbox when printing a report to Excel. However, instead of each report being created in a separate tab in Excel, each report would be c...

Add the option to I/E to export only the rates (all rate tables) used within the proposal.