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Aaron Hale 12 months ago in  0 Planned

The Ability to Turn Off Auto Refresh ProPricer Data

Description: When adding ProPricer data to a section of the Cost Volume the data fresh can be slow when there are many proposals, or the proposal is large. Add a toggle in the cost volume properties that when disabled the fields are not refreshed ...
Aaron Hale 6 months ago in  0 Future consideration

AI Smart Mapping

Have AI read the document and add the tags for the right data from ProPricer.
Aaron Hale 12 months ago in  0 Planned

Compliance Checklist

Document Properties to add an auditable Compliance Checklist
Aaron Hale 12 months ago in  0 Planned

Define and name multilevel subfolders

Define and name multilevel subfolders, Subfolders should include the structure section as a top-level folders by default and have the ability to create and name the folder structure
Aaron Hale 12 months ago in  0 Planned

Page Brake tags

The ability to tag the document where I want to enter a page break
Aaron Hale 12 months ago in  0 Planned

Document Process Options

The ability to process specific parts of the document when clicking the process button.
Aaron Hale 12 months ago in  0 Planned

Pull in multiple files and folders at the same time

More options for attaching Documents. Pull in multiple files or a whole folder at the same time
Aaron Hale about 1 year ago in  0 Planned

ProPricer data in the default text setting level

ProPricer data in the default text section level. The ability to set ProPRcier data in the document templates.
Aaron Hale about 1 year ago in  0 Planned

Replace Header and footer of embedded documents

Replace Header and footer of embedded documents
Aaron Hale about 1 year ago in  0 Future consideration