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Estimating, RFP, Proposals (Pre-Construction)

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Rearrange estimate codes

Please implement a feature that allows you to rearrange the estimate cost code by dragging; the method you have now is very inefficient.
Guest 5 months ago in Estimate Cost Codes (WBS) / Estimating Items 0 Future consideration

Estimating customization

The ability to add rounding to estimate material quantities would be beneficial. The ability to be able to manually change the material quantity would be beneficial. Also, the ability to import and estimate using those item quantities rather than ...
Guest 6 months ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration

Ability to utilize the value entered in the "quantity" field in Work Assembly formulas

When adding a work assembly to an estimate, there is a "quantity" field (see attached photo). Having the ability to extract the value entered in this field for use in Work Assembly formulas would be immensely useful.
Carl Lyles about 1 year ago in Estimating Items / Work Assemblies / Work Items 3 Future consideration

Add Option for Estimate Proposal Grouped by Location and Major

It would be helpful if you could also provide an option for Estimate Proposal Grouped by Location and Major, the same as you already have by Location and Division and Location and Job Cost Code
Audrey Peebles over 1 year ago in Detail Report Templates / Proposals, Reports, Logs, Exports 2 Future consideration

AutoSave when working with Estimate Scope

It would be very helpful to have the Scope tab autosave in estimating, or at the very least, ask the user if they want to save when they navigate away from the page
Audrey Peebles over 1 year ago in Estimate Cost Codes (WBS) / UI User Interface Enhancements 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 7 months ago in Estimating Items / Job Cost Codes / Work Items 1 Future consideration

Allow RFP Bidders to be added without Contacts

Currently you can only add a company to an RFP if they have a contact associated to their company. I have several clients who are doing bidding outside the system and don't always have the contact info when they are building out RFPs in the system...
Guest about 1 year ago in Companies / Contacts / ITB (Invitation to Bid) / RFP for Estimating / Teamlink User Roles 3 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 about 1 year 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 about 1 year ago in Estimating, RFP, Proposals (Pre-Construction) / Importing Excel Templates 0 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 7 months ago in Estimating Items / Markups | Adds | Cuts 0 Future consideration