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Estimating, RFP, Proposals (Pre-Construction)

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Sage Estimating Integration

Create a way to import estimates from Sage Estimating to SCM either on the Lead or Project or both.
Adrianna Johnson about 1 month ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration

Only allow estimates with an "approved" status to be added to prime contract

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"...
Carl Lyles 8 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Have taxes be addable and specifiable in estimate proposal

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...
Sean Coffman 21 days ago in Estimating, RFP, Proposals (Pre-Construction) / Tax 1 Future consideration

Add scheduling (gantt) to leads

It would be useful to have the scheduling tools in the leads section so that a schedule can be built out while an estimate is being created
Aaron Henry 13 days ago in Estimating, RFP, Proposals (Pre-Construction) / Leads 0 Future consideration

Add a total line to the item entry window in the estimating module.

I would like to see the total of the item I am entering on the same screen as I am entering the numbers in. Simple one line add for total item costs.
Ben Walters 28 days ago in Estimating Items / Work Items 1 Future consideration

Intuitive one screen estimating

Could we get an estimating module that is not a chore to use. One screen or less as a moto. Currently, to enter one line item on an estimate it takes 4 different screen and windows before you are able to enter a price. And you have to do this for ...
Ben Walters about 1 month ago in Estimating Items / UI User Interface Navigation 0 Future consideration

Estimating customization

The ability to add rounding to estimate material quantities would be beneficial. The ability to be able to manually change the material quantity would be beneficial. Also, the ability to import and estimate using those item quantities rather than ...
Guest 22 days ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration

Add a scale tool to the drawings viewer

Add a tool where the user can set the drawing scale, this will allow them to know the measurements of items in the drawings.
Jack Speshock 11 months ago in Digitizer / Document Viewer / Drawings 0 Future consideration

Create integration with BlueBeam software

This software has great take off and drawing management capabilities not to mention others. It will give an alternative for take off
Guest over 1 year ago in Drawings / Estimating Items / New Product Integration 0 Future consideration

Add project location for work orders and subcontracts

being able to have project locations for home builders or other industry for example bathroom, kitchen, mudroom, etc. to be added to work orders and subcontracts and trhoughout the workflow for visibility in the project
Ariel Johannes 5 months ago in Locations / Procurement / Work Orders 0 Future consideration