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E-Sign Document signature info can only be seen by sender

I am sending out documents for signature and I can see what is open in my account, but the other users cannot see any of the info. Their Home page e-sign tab is empty. We need everyone to be able to track these documents. Not just the admin that s...
Sue Rich about 15 hours ago in eSign (including DocuSign) 0 Needs review

Mobile App Add a Contact Management Module in the bottom Navigation Bar

So the user can search for companies or add contacts in the system.
Guest 1 day ago in Sage CM Mobile 0 Needs review

"Estimate Title" Bookmark for Detail Report Templates

We have clients who build out multiple Estimates on Leads and right now they would like to use "Estimate Title" as a bookmark for identifying the estimate used in the Detail Report Template because "Project Title" is the same for all the Estimates.
Guest 2 days ago in Proposals, Reports, Logs, Exports 0 Needs review

Automatic deduction for time entry

We would like an option to automatically deduct a set time for breaks. Our current system takes off 30 minutes for lunch. Our sites can have poor cell service and having the employees track the start and stopping time for breaks will lead to many ...
Guest 6 days ago in Labor Timecards 2 Needs review

Limit Delete Permissions to Admin Users Only

Add more detailed user permission settings so that only Admin users can delete items. Regular users should not have the ability to delete drawings, files, or other important data.
Amery Scott 16 days ago in Settings 0 Needs review

Add a field to subcontractor contracts to choose if contract is signed or pending

Add either a check mark or a drop down option with each subcontract that defaults to pending/unsigned and once we get a signed contract from the sub change it to signed. Add it as a column option to the sub invoice list so we can quickly scroll an...
Guest 9 days ago in Subcontracts 0 Needs review

Scope of Work Always Expanded

Scope of Work section should always be visible by default, without requiring the user to click to expand it in all tools. This will help prevent the overlooking of the important details, improves workflow efficiency and ensures greater visibility ...
Amery Scott 17 days ago in Procurement 2 Needs review

Ability to add Company Classification WHILE adding new company to Contact Management.

When adding a new company to Sage, you input all of the address, contact info, etc. It would be more natural to also choose company Classification at this stage. As it stands, you have to fully add the company AND THEN you can assign classificatio...
Will Benhardt 11 days ago in Contact Management 0 Needs review

"Version History" for items within Workflow

Whenever a workflow item is abandoned, we have to rely heavily upon the comments left during approval or rejection to know what changes were made since the last iteration. I propose that every time a workflow item is initiated, Sage CM will captur...
Will Benhardt 11 days ago in Workflow 0 Needs review

Automatic notification when contract status changes

It would be helpful for the project manager of a project to get a notification when a prime contract goes from pending to active. This would trigger the PM to know that he project is now in their hands and can start working on it.
Greg Brune 7 days ago in Contracts and Procurement Workflow 0 Needs review