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Estimating, RFP, Proposals (Pre-Construction)

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Sage Estimating Integration

Create a way to import estimates from Sage Estimating to SCM either on the Lead or Project or both.
Adrianna Johnson 23 days ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration

Add a total line to the item entry window in the estimating module.

I would like to see the total of the item I am entering on the same screen as I am entering the numbers in. Simple one line add for total item costs.
Ben Walters 15 days ago in Estimating Items / Work Items 1 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 8 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Intuitive one screen estimating

Could we get an estimating module that is not a chore to use. One screen or less as a moto. Currently, to enter one line item on an estimate it takes 4 different screen and windows before you are able to enter a price. And you have to do this for ...
Ben Walters 19 days ago in Estimating Items / UI User Interface Navigation 0 Future consideration

Cost code to premade item list

Could you code a simple option on the items tab to make an item out of every cost code selected for the estimate? Currently you have to manualy choose each one to create the item list. Most estimates are 70+ items long. you could save us so much t...
Ben Walters 19 days ago in Estimating Items / Job Cost Codes / Work Items 1 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 10 months ago in Digitizer / Document Viewer / Drawings 0 Future consideration

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 5 months ago in Locations / Procurement / Work Orders 0 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 over 1 year ago in Drawings / Estimating Items / New Product Integration 0 Future consideration

Create Estimates on Ipad

Be able to create estimates on the Ipad or an option to view it
Guest about 1 month ago in Estimating Items / Mobile - Android / Mobile - Apple 1 Future consideration

Add Item Markup based on Global Markup

When viewing items on estimate show the Global markup amount in the estimate items
Keith Matot about 1 month ago in Estimating Items / Markups | Adds | Cuts 0 Future consideration