Estimating, RFP, Proposals (Pre-Construction)

Clients are wanting to see the items listed in order entered rather then grouped by cost code.

When a Global Markup is assigned on an Estimate and it is not distributed/hidden, it will then create that markup as its own line on the Prime Contract. When this happens the system creates a new JCC for that markup, which typically is not the cos...

Create a way to import estimates from Sage Estimating to SCM either on the Lead or Project or both.

This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract. Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33"...

We would like the ability to create a global markup while also having the option to exclude certain line items from the estimate on this mark up during the creation process.

Client has many estimates for a single customer. They don't want to create a new lead for every potential opportunity for a customer. Instead want to convert each estimate separately.

When selecting Suppliers and Subcontractors on drop downs it would be nice to hide internal contacts from the list. Example ITB and RFPs.

This software has great take off and drawing management capabilities not to mention others. It will give an alternative for take off

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...

When a Prime includes markups, allow the markups to be automatically applied and visible for each CPR and CO's. Therefore the PM doesn't miss adding markups to the CPR's or CO's