Detail Report Templates

When selecting the template on a PO, Subcontract, etc., many times this is customized to client specifications. It would be great if there was a way to change the default to these custom templates, so that when user selects the Report, their custo...

It has been requested from several clients to have the ability to directly print a PO CO. Can this please be considered for enhancement like other detail report templates exist today?

A mail merge field for "RetainTotal" needs to be added to the merge table options for "PrimeInvOriginalItems" and "Change order (CO) Summary" Only current retainage fields exist and our architects check this column to make sure it matches the tota...

For Original Contract Items Retainage Total

We need the ability to remove default from the list of reports with we have created a custom report. This is especially important for contracts, we have had contracts created without our legal language because a PM accidentally used your default r...

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

We would appreciate if a full submittal PDF could be generated from Sage including the content of the attached submittal file, not just the cover sheet

We have clients who build out multiple Estimates on Leads and right now they would like to use "Estimate Title" as a bookmark for identifying the estimate used in the Detail Report Template because "Project Title" is the same for all the Estimates.

Docusign tags available for custom report templates are limited to Signature, Date, and Initial. The person's name and position have to use a, regular static Sage tag. Often the person signing a subcontract is not the primary contact for the compa...

Rather than having meeting items just list by order of entry it would group similar items together to make minutes more readable