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Ability to assign different retainage percentage to each prime contract line item

In Intacct, you can assign varying percentages to contract line items. e.g., Contract Line Item #1 might have a set retainage value of 10%, while Contract Line Item #2 might have a set retainage value of %5. In SCM you can assign a default retaina...
Adam Clark almost 2 years ago in Prime Contracts / Retention Retainage Holdback 3 Future consideration

Automated Submittal email notifications

When a submittal is created, the system should have the ability to sent out email notificatons automatically each day until the responded responds to the submittal.
Blesson Mannil over 1 year ago in Alerts and Calendars / Notifications / Submittals 1 Future consideration

Add the ability to have multiple Docusign accounts set up by user.

Contractors where each PM has their own Docusign account login
Deborah Lastro about 1 year ago in eSign (including DocuSign) 1 Future consideration

Would be nice if we have an option to send automatically email directly from sage when the project manager reject the invoice sent by subcontractor with an option to add the reason why was rejected

No description provided
Guest over 1 year ago in Contracts and Procurement Workflow / Lien Waiver / Subcontract Invoices 1 Future consideration

Automatic notification when contract status changes

It would be helpful for the project manager of a project to get a notification when a prime contract goes from pending to active. This would trigger the PM to know that he project is now in their hands and can start working on it.
Greg Brune 4 months ago in Alerts and Calendars / Contracts and Procurement Workflow / Notifications 1 Future consideration

Permit Expiration Alert

It would be great if permit expiration date was noted on the Project Alert Calendar and Team Open Items.
Kenani Brandon almost 2 years ago in Alerts and Calendars / Permits 0 Future consideration

Enable link documents to be sent thru DocuSign

linked documents in Subcontracts or Change orders can be emailed, but linked documents cannot be sent when using DocuSign.
Guest 2 months ago in Document Viewer / eSign (including DocuSign) / Linked Files (Projects) 0 Future consideration

Alert-New Insurance Cert Uploaded via Portal

Would like an alert to be triggered when a sub uploads a new insurance certificate and/or license via the Teamlink portal so the user knows this has happened and can review it.
Sue Parker over 1 year ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 0 Future consideration

Export RFI PDF with linked files (photos, plan sketches, etc)

We add linked photos with mark-ups to an RFI in Sage. It would be helpful if Sage could export the RFI document itself along with the linked files as one document. Some project partners don't want to have a Sage login, and it takes multiple steps ...
Marc Macialek 12 months ago in Document Viewer / Photos / RFI / UI User Interface Enhancements 7 Future consideration

Recycle Bin for deleted items

Would be nice for us to be able to recover an accidentally deleted item such as estimate, subcontract, timesheet etc.
Aimee Boehm 10 months ago in Document Viewer / Drawings / Linked Files (Projects) / Photos / User Interface 2 Future consideration