Estimating, RFP, Proposals (Pre-Construction)

Once a Lead or Project is created, it would be nice to have the option to post the project to a general hub where everyone who has Sage would be able to view the project and submit a bid if they are interested. This would be beneficial to both par...

When a Global Markup is assigned on an Estimate and it is not distributed/hidden, it will then create that markup as its own line on the Prime Contract. When this happens the system creates a new JCC for that markup, which typically is not the cos...

This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract. Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33"...

Create a way to import estimates from Sage Estimating to SCM either on the Lead or Project or both.

We would like the ability to create a global markup while also having the option to exclude certain line items from the estimate on this mark up during the creation process.

Clients are wanting to see the items listed in order entered rather then grouped by cost code.

Client has many estimates for a single customer. They don't want to create a new lead for every potential opportunity for a customer. Instead want to convert each estimate separately.

When selecting Suppliers and Subcontractors on drop downs it would be nice to hide internal contacts from the list. Example ITB and RFPs.

This software has great take off and drawing management capabilities not to mention others. It will give an alternative for take off

Add a tool where the user can set the drawing scale, this will allow them to know the measurements of items in the drawings.