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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 4 months ago in eSign (including DocuSign) 0 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 6 months ago in Procurement / Retention Retainage Holdback 1 Future consideration

Projects - Prime Invoice Screen add fields

Add a columns to show if the invoice has been paid, how much and what date.
Bruce Dutnall 13 days ago in Prime Invoices / UI User Interface Enhancements 1 Future consideration

Meetings Mobile

Meetings are unavailable on mobile. This feature would be tremendously helpful for those conducting meetings or updating the agenda while in the field or remotely. Please consider updating this feature for mobile use. Thanks!
Micah Will 13 days ago in Meetings / Mobile - Android / Mobile - Apple 0 Future consideration

Separate Cost Codes for payables and receivables

Only make cost codes for Payables and Receivables available to each of those catagories. For instance: Cant use the overhead cost code on an SCO but you can on a change order to a client. Make it so it cant even be an option on an SCO
Sue Kelly 25 days ago in Job Cost Codes 0 Future consideration

Information Shown on PDF of Project Directory

Can email addresses be added to the pdf/"report" of the project directory?
Genevieve E 2 months ago in Log Style Reports / Project Directory 0 Future consideration

Sending Meeting Agendas to Team

Please add an option to send a meeting agenda to to the team/attendees instead of just an "invite". The agenda would go to the attendees emails so participants can review before and during a virtual meeting.
Genevieve E 2 months ago in Meetings / Safety Meetings 1 Future consideration

Deleting photos from album

Currently, we are unable to delete a photo from an album without deleting it from the project. Please consider separating the delete photo from album from the delete photo from album and project.
Micah Will about 1 month ago in Photos 0 Future consideration

Job Set Up-Internal Stakeholders Customizable Roles

It would be nice if you could customize or modify the roles under "Internal Stakeholders" when initially setting up a job. Current options are "Sales Contact", "Bid Contact", and "PM Contact". For some companies, this would all be the same person,...
Molly Toledo 7 months ago in Contracts and Procurement Workflow / Projects (Active and Inactive) 7 Future consideration

PROPOSED STOCK LOG REPORT: Be able to print an entire project directory with: Company Name, Contact Name, Phone Number, Type (cell, office, etc.) and email address of every contact on the project without having to look them up individually.

Why is it useful? Can you imagine printing every individual sub out, one at a time, on individual pages? No, we need a simple complete list. It should also be able to include permit numbers and inspection request phone numbers.
Guest 27 days ago in Log Style Reports / Project Directory 1 Future consideration