All ideas

Invitation to Bid does not have a Shortcut Icon to use in Projects or Leads

I would like to be able to, as a part of building a estimate proposal, be able to add taxes - similar to how they would be shown in a prime contract. Ideally, I think having them be like a global markup or being able to independently add the tax t...

Currently when syncing an invoice to Sage Intacct from SCM, the GL Posting date field is populated with the Invoice Date. This can be an issue if a Client has closed that period already. It would be helpful to add a setting in posting preferences ...

Having the Project team groups as an option in the contact list for a project so we can send all correspondence to a Project team group instead of induvial clicking them or a separate message for each contractor . e.g. RFI's, Transmittal, issues,

Need a way to make a custom checklist that gives you an option with (not started, pending, completed, N/A, etc)

Are there any upcoming releases or existing options that would allow actions to be added to the Submittal List View column? For example, in the attached screenshot, the customer would like to see both the status and the sent information within thi...

When sending an estimate via e-sign feature it would be nice if you could attached supporting documents if needed.

We are needing the subcontract invoices and bills to pull into the AR billing automatically.

I have a few clients who have Company's in SCM that are both Vendor's and Customers and in the drop down the same name appears for both so they are sometimes populating the Customer company into the AP transactions that they are adding instead of ...

In Intacct we have the ability to assign Item IDs to each contract line, this is very helpful as we have Avalara linked to our Intacct to automatically calculate sales tax for each invoice. So this causes us an issue with the invoices from CM comi...