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Estimating, RFP, Proposals (Pre-Construction)

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Add project location for work orders and subcontracts

being able to have project locations for home builders or other industry for example bathroom, kitchen, mudroom, etc. to be added to work orders and subcontracts and trhoughout the workflow for visibility in the project
Ariel Johannes 8 days ago in Locations / Procurement / Work Orders 0 Future consideration

Only allow estimates with an "approved" status to be added to prime contract

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"...
Carl Lyles 3 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Import Schedule Tasks from Estimate Work Items

It would be very helpful and efficient when building project schedules to be able to import schedule tasks from estimate work items.
Guest 16 days ago in Estimating Items / Schedules (Gantt Chart) 0 Future consideration

Add a scale tool to the drawings viewer

Add a tool where the user can set the drawing scale, this will allow them to know the measurements of items in the drawings.
Jack Speshock 6 months ago in Digitizer / Document Viewer / Drawings 0 Future consideration

System setting to default "Enable Locations" on estiamtes

The current default for "enable locations" is unchecked when creating estimates. For businesses that will consistently utilize the "Enable locations" feature, it would be desirable to have a company setting that would allow for "enable locations" ...
Carl Lyles 3 months ago in Locations / UI User Interface Navigation 0 Future consideration

Add Project Specific Locations for job cost reporting purposes

Currently, project specific locations can be used on an estimate only. However, it would be nice to copy these locations to the project side via the contract admin setup wizard. This would facilitate a new set of job cost reports by location.
Norman Wendl 3 months ago in Detail Financial Analytic Reports / Locations / Prime Contract Setup Wizards (Includes Project Setup Wizard) 4 Future consideration

Create integration with BlueBeam software

This software has great take off and drawing management capabilities not to mention others. It will give an alternative for take off
Guest 11 months ago in Drawings / Estimating Items / New Product Integration 0 Future consideration

Automatically Link Proposal to Estimate Linked Files when "Emailing PDF" of Proposal

When emailing a proposal through the estimating module, it would be desirable to have the sent proposal letter automatically linked to the corresponding estimate. In the Estimate Property Details page, it would also be desirable that the details o...
Carl Lyles 2 months ago in New Email Features & Email Browsing / Proposals, Reports, Logs, Exports 0 Future consideration

Estimate Global Markup - New Options

New Global Markup Distribute/Hide Option (New): Distribute Global Markup Across All Cost Codes (Hidden) Show Global Markup at bottom of Proposal Show Global Markup in particular Cost Code Section (This would require the user to select a cost code.)
Norman Wendl 3 months ago in Markups | Adds | Cuts 0 Future consideration

MS Excel Versions

Could you please enable templates with the latest version of MS Excel? We (and many others) use proven excel models for pricing/estimating projects. It would be very helpful if the estimate templates for Sage were in the latest version of MS Excel...
Dan Skinner 3 months ago in Estimating, RFP, Proposals (Pre-Construction) / Importing Excel Templates 0 Future consideration