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Need E-sign contact roles or titles, so we send to the correct person from e-sign screen

We need e-sign contact roles or titles to show in the drop down when selecting a signer, so we can send the document to the correct person from e-sign screen.
Guest 7 months ago in eSign (including DocuSign) 0 Future consideration

Company Contacts Roles

We are needing a way to have different contact roles within a subcontractors Contact Management profile. We need to designate who the subcontract signer, the invoice signer, and the lien waiver signers are. There is currently no way to know who ne...
Guest 7 months ago in Contacts 0 Future consideration

Color Code

Give the ability to Color code the Lead Chart
Guest about 2 months ago in Lead Directory / UI User Interface Enhancements 1 Future consideration

Ability to Hold Retainage % on Purchase Orders (POs)

Please see also SAGECM-I-445. The request from John Masterson included a request to add the ability or option to hold retention on Procurement Purchase Orders similar to the way it is held on Procurement Subcontracts. This request separates the or...
David Holler 9 months ago in Procurement / Retention Retainage Holdback 1 Future consideration

Auto generate a "Lead Number"

When creating a lead, it would be nice if the system autogenerated a lead number. It would be great if this were based maybe on a sequential series + date.
Guest 11 months ago in Leads (Active or Intactive) 0 Future consideration

The Project Manager on the project should be automatically added to the project team.

The PM assigned to a project is not automatically part of the project team. That is odd. I created a project, made myself the PM, and when other employees wanted to copy me correspondence, they could not, because I wasn’t on the Project Team. The ...
Mark Cadman over 1 year ago in Contacts / User Security Roles 0 Future consideration

Asset Management

When scheduling and we are utilizing equipment and employees, it would be very beneficial if the system notifified of scheduling conflicts.
Guest about 2 months ago in Scheduling / UI User Interface Enhancements 0 Future consideration

Excel import Subcontract Schedule of Values

This is already an existing feature for Prime Contract Schedule of Values. Should be straightforward to implement this for the Subcontract side as well. Significant quality of life improvement over entering each line item manually.
Guest about 1 year ago in Procurement 2 Future consideration

Submittal - Status comments on item

Currently when a respondent can only leave comments for the entire submittal package, it would be more helpful if they could leave the comments at the item level
Jack Speshock 6 months ago in Submittals 0 Future consideration

Display company code when creating a new Project

We have clients that have the same company as both Vendors and Customers, so two companies would technically be setup. It would be nice of the Company Code was displayed when creating new Projects to ensure the correct Customer is selected since a...
Kristina Szczerbinski 5 months ago in Contact Management / Prime Contracts / Projects 1 Future consideration