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Add Approver/Rejector Name and Date to stamp in drawings

Currently, the stamp in drawings is just a box with text that says "Approved","Rejected", etc. Can we also have it show the details of who approved/rejected as well as a timestamp?
Dario Tomic over 1 year ago in Document Viewer / Drawings 0 Future consideration

Canada Holdback (Retainage)

In Canada, there is a need for a second holdback field. There is regular retainage and sometimes there is warranty and/or maintenance retainage. They want/need to track these separately as they get released at different times and may have separate...
Sue Parker 5 months ago in Prime Invoices / Retention Retainage Holdback / Subcontract Invoices 1 Future consideration

Lien Waivers for DocuSign

Add Lien Waivers to available DocuSign list of documents
Sue Parker 11 months ago in Compliance / eSign (including DocuSign) / Lien Waiver 1 Future consideration

Expand and Collapse Menu

Need to remember my preference to expand or collapse the menu. Now, you have to select it each time
Guest over 1 year ago in Other 0 Future consideration

Import Multiple Change Orders simultaneously from a single Excel Import Template

Please allow for an option to import from excel under the "Change Order" Module. This would save us significant amount of time instead of manually adding each item. The import file could be identical to a Prime Contract Import from excel.
Jake Nelson over 1 year ago in CO / Importing Excel Templates 4 Future consideration

Submittals-2 Respondents In The Same Sequential Spot

Sometimes when sending out a Submittal the option of listing 2 people in the same sequencial position, let's say #2, so that one or the other can reply, but does not necessarily need to be both. The system does not currently allow for a hybrid of ...
Molly Toledo over 1 year ago in Notifications / RFI / Submittals 0 Future consideration

Alert notification bubbles

Anyway to get notification bubblies like we do up in our alerts at the top right hand corner, on the Home screen so you know you have actionable in the Alerts, Workflow, or E-sign areas?
Guest 12 months ago in Alerts and Calendars / Notifications 1 Already exists

Map view of all leads.

It would be nice to have a map view of all leads to show geographical locations of all available opportunities. There is already a map of the lead location within each individual lead. If there could be an overall map showing all leads with a mark...
Colton Cooper 12 months ago in Lead Directory / Maps Geo Location 0 Future consideration

"Smart" Estimated Finish Date Calendar

This would benefit any user that is entering start/finish dates in any section of Sage that utilizes the calendars, and would improve user efficiency. When an Est. Start Date is selected several months in the future, the calendar for the Est. Fini...
Jessica Whyde over 1 year ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration

Internal and TeamLink Security Roles - Add property to allow Annotations in the Document Viewer

No description provided
Norman Wendl about 1 year ago in Document Viewer / Teamlink User Roles / User Security Roles 0 Future consideration