December 2025 Enhancements:

We’ve listened to your feedback and we’re rolling out a set of workflow enhancements designed to reduce clicks and make project work easier.

• Project Notes added to the Project Screen
• Move BOMs between Opportunities within the same Project
• Duplicate Opportunity to copy the structure and create blank BOM copies
• Click-reduction updates
• Sticky column widths on Dashboard
• Project name now shows on the browser tab
• Document generation layout updated to support up to 10 stakeholders
• Dynamic Opportunity box height to fit the last BOM line

• Keep key project context in one visible place and reduce confusion between Notes vs Comments
• Reorganize work instantly without recreating BOMs or Opportunities
• Spend less time click hunting with smarter defaults, inline edits, and persistent layouts
• Navigate faster with clearer tabs and cleaner documents for larger stakeholder groups

Join our upcoming webinars to see it in action