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Estimating, RFP, Proposals (Pre-Construction)

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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

Add Item Markup based on Global Markup

When viewing items on estimate show the Global markup amount in the estimate items
Keith Matot 6 months ago in Estimating Items / Markups | Adds | Cuts 0 Future consideration

View Item Code on Estimate Items list

When viewing the Items on the estimate add the item code along with item description
Keith Matot 6 months ago in Cost Database / Estimating Items 3 Planned

be able to import the estimate item comments- (RFP package Comments )into the RFP being

currently the RFP scope can only be imported from a generic template, or written manually in the RFP module. it would be better to clarify the particular items scope while in the estimating phase
Randy Warm 7 months ago in Estimating, RFP, Proposals (Pre-Construction) 3 Already exists

Project Durations

Prospect requested that project durations can be linked to individual line items in an estimate so that estimate durations can be changed in bulk.
Sue Parker about 1 year ago in Alerts and Calendars / Estimating Items / Work Items 0 Future consideration

RFP BCC Option

Ability to blind copy person on RFP
Guest over 1 year ago in RFP for Estimating / RFP for Procurement 1 Already exists

Add comparison of client bid vs the awarded contract price

Having a running tally will assist us in gauging what we need to do to improve our numbers moving forward.
Guest over 1 year ago in Estimating Items / Log Style Reports / Prime Contracts / Proposals, Reports, Logs, Exports 0 Future consideration

Price edibility on the estimate items screen, once "edit all" is selected

Client would not have to drill down into each individual Cost Code in order to edit the cost rate. Would save the client lots of time.
Patrick Sheppard over 1 year ago in Estimating Items 1 Already exists

Add Digitizer Layer to multiple Estimate items

When adding digitizer layers to estimate items, once you have added a layer to an item, you can use it on another item. We should be able to use the same measurement layer on multiple items. See the attached screenshots. We want to add the Foundat...
Tim Smith over 1 year ago in Digitizer / Estimating Items 0 Future consideration

Drawing Take off

It would be great to have a plan take off module within leads. currently we are using other take of software, then transferring via Excel which is very clunky. We feel it is one of the biggest missing items within the software. this would also be ...
Paul Di Natale over 1 year ago in Digitizer / Estimating Items 1 Future consideration