All ideas

The current automatic naming for uploaded Compliance documents does not allow for any way for Subcontractors to include their file name or document description which makes more challenging to review compliance at a high level.

Would be great for multiple vendors COI to be downloaded by bulk.

This would address the problem that there is no way to set up a billing requirement that is applicable to every single billing except for the first one. This would also help us use the 'Require' setting more often and more effectively. It is very ...

There is currently no way to review which team members/users are assigned to individual projects without drilling into each and every project. In addition, there is no way to see what projects a specific team member is assigned to. Both would be v...

The ability to archive contracts that are not being handled in Trimble but are automatically imported from the ERP.

It would be nice to be able to maintain internal notes for each contract so that when multiple reviewers are involved, they can communicate to each other why an invoice hasn't been approved yet and keep tabs on updates.

Similar to the compliance column, it seems like this information would be valueable as well.

Customers would have the ability to build custom document templates when they have new projects

ADD S-CORP OR INCORPORATION TO LIST OF BUSINESS TYPES UNDER COMPANY SETTINGS

I would like to export my vendor list with addresses, phone numbers, contacts, and contact emails.