All ideas

Feature Request: Skip Batch Reports with Unavailable Data Summary: Enable batch reporting to skip member reports when required data is unavailable, allowing the remaining reports to run successfully. Notify users of any skipped reports and explain...

Feature Request: Default ProPricer Fields in Headers, Footers, and Documents Summary: Enable users to configure ProPricer (PP9) fields as default values at both the template and document-property levels. When a document is created from a template,...

Feature Request: Apply Normal Style in Section Library Summary: Enable users to apply the Normal text style to content within the section library, ensuring consistent formatting when creating and managing reusable sections. Problem Statement: Curr...

Feature Request: Batch Reports Default to CE Settings Summary: Add an option that automatically applies CE settings each time a batch report is run. This would ensure users do not need to manually select or reconfigure CE settings for every report...

Feature Request: Hierarchical Access for Assigned Document Sections Summary: Enable users assigned to a higher-level section of a document structure to automatically view and edit all child elements within that section. This would ensure that assi...

Feature Request: CE Report Word Append Header Placement Summary: Enable appended CE reports in Word output to place section headers outside and above the report content area, rather than inside the bordered report region. The output should include...

Feature Request: Style Replacement Across Document Sections Summary: Enable users to replace one text style with another across an entire document or within a selected section. This would make it easy to update formatting at scale when style requi...

Feature Request: Reset Header/Footer from Section View Summary: Provide a one-click “Reset to Default” option for section headers and footers directly within the Section View, so users can quickly restore default formatting and content without nav...

NEED TO HAVE THE ABILTY TO MANAGE SIZE MANUALLY Feature Request: Automatic Cost Volume File Splitting Summary: Enable the system to automatically split a large Cost Volume into multiple smaller files that comply with customer upload file size limi...

Description: In an attempt to semi-automate Cost Volume Pro build outs, we have found some issues while configuring a build that parameter is lacking to set ConnectionNameRegExPattern. Without this parameter, we will need to resort to building cus...