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Proposal CER Derivative Assignments

Description: Add functionality to proposal CERs to allow for CER derivatives to be applied or assigned to different areas on the proposal via Task Selection. Use Case/Example: I set up a multi-derivative CER, but I want each derivative value to be...
about 1 year ago in  0 Future consideration

Print attachment with PDF

Feature Request: Export Text Report Attachments as ZIP Description: Enhance the text report export functionality to allow users to export all attachments linked to a text report as a ZIP file. When a user prints or exports a text report to PDF, th...
11 months ago in  1 Future consideration

Default Auto-filter Row to Always On

The Autofilter Row is an EXTREMELY useful part of ProPricer that we use all the time. However, it seems to randomly hide itself without much reason. The suggestion is to either make the AutoFilter always show all the time, allow a user to set this...
almost 4 years ago in  0 Planned

Upload multiple Summary Fields and Resources Fields w/ I.E. tool at one time

Description: Upload multiple Summary Fields and Resources Fields w/ I.E. tool at one time Use Case/Example: It would be really great if we had the ability to upload multiple Summary/Resource Field Value Lists at the same time. Currently, when uplo...
about 1 year ago in  0 Future consideration

Type Summary - I/E data for CERs

Description: In a proposal task when a user sets a task to Summary using the Type column (to set CERs) it doesn't appear that the CER data can then be exported or imported using the I/E tool. It would be handy to be able to change the details of C...
4 months ago in  1

Type: Summary - I/E data for CERs

Description: In a proposal task when a user sets a task to Summary using the Type column (to set CERs) it doesn't appear that the CER data can then be exported or imported using the I/E tool. It would be handy to be able to change the details of C...
4 months ago in  1

Type: Summary - I/E data for CERs

Description: In a proposal task when a user sets a task to Summary using the Type column (to set CERs) it doesn't appear that the CER data can then be exported or imported using the I/E tool. It would be handy to be able to change the details of C...
4 months ago in  0

Pivot Table Fields - Add % of Cost Elements Options

Pivot Table Fields - Add % of Cost Elements Options, for example % Gross Profit and % NET Profit.
about 4 years ago in  0 Planned

Enhance all Companion Product Database Managers to produce upgrade scripts without connecting to database

Feature Request: Offline Companion Product Database Upgrade Script Generation Summary: Enable companion product database managers to generate version-appropriate upgrade scripts without requiring a live database connection. This allows teams to pr...
4 months ago in  0 Future consideration

Proposal User Fields requirement option

Description: option to make some or all the user fields in the Proposal templates required fields. Use Case/Example: the user fields are great for allowing to structure data a certain way on the back end. but it would be helpful the cleanness of t...
8 months ago in  0 Future consideration