Currently, ONLY admin users to the respective tool in Procore can view Docusign Banners. It would be very beneficial to allow users with other permissions to view these banners. This could mean creating permissions for Docusign in general. ie. all users with 'read only' permissions can see the docusign banners on all tools that docusign is integrated with. Users with 'standard' permissions to docusign could interact with the banners across all tools and 'admin' users can actually configure the integration for all tools.

We need the ability to edit the cost code field after a prime contract is synced with Sage 300. Currently, the cost codes aren't pulled through to the prime contract, and we need the ability to add the cost codes in after the sync so that we can leverage the invoicing tool.

Make the DocuSign integration available in the Correspondence Tool

We need the ability to block 3rd party apps at the project level. Currently when a 3rd party app is installed, it's done at the company level and we have no way of blocking the app on a project. This is an issue, because we have some high security projects that we cannot allow these types of integrations on but have no way of blocking the integration.

When we push a CCO or PCO to DocuSIgn, Procore removes the default settings for expiration and reminders. This means the envelope does not have any reminder emails sent and the expiration date is pushed out for 120 days.

Procore should not remove the default settings of DocuSign

Currently, only schedules imported from Microsoft Project will bring in the Baseline start and finish information, when many other applications support this. The import really needs to include the Baseline details from Asta Power Project, Primavera, and others that include this information.

Please update the DocuSign template for the Commitment Change Orders so the subcontractor/recipient is the first signer in the template signing order.

Currently the Contractor is the first signer, requiring our teams to manually update the signing order with every single CCO sent. It is rare that a Contractor would sign a contract document BEFORE the subcontractor/recipient.

Would like Procore's QR Code system to link to an Asset Management system (that is used to maintain assets like equipment, and produces barcode stickers that are placed on owned equipment assets).

Adjust Sage 100 Contractor vendor import so the "short name" field from Sage integrates with Procore and comes in as the "DBA" field in Procore.

Allow users to be added to project directories from the Procore for Outlook add-in. Would be cool if under the description of "User is not in this project's directory" to have another line that says "Add to project directory".

The Office 365 integration is great to work with at the project level, however it also allows for any user to make changes to a file even if the file has been 'checked out' by another user. This can lead to files be updated and overwrite the other user's changes. It would be ideal if the integration can be enhanced so that it respects the 'check out' file feature.

Allow functionality of Procore for Outlook via mobile devices

Currently, if a collaborator has a Docusign notification preference, "The sender corrects an envelope" enabled, and someone in the workflow views the item in Procore or Docusign, that action will send out a "corrected" email to all of the recipients in the Docusign workflow. To prevent this, collaborators need to disable this setting in their preferences on their Docusign accounts.

This feels incorrect to request from collaborators, as some of them require these emails from other entities outside of Procore.

We are an owner and have many GCs on the project. Due to this, we are using Commitments for our prime contracts rather than the Prime Contracts tool as privacy concerns are more met on the Commitments tool rather than Prime Contracts.

We have 2-tier CCOs set up, but Docusign is not available on CPCOs like it is on PCOs. This is a HUGE blocker for us.

Any contractor we work with must be certified via ISN. Would love to see an integration with ISN to our Company Directory / Bidding tool, indicating whether or not a contractor is compliant and eligible to bid. https://www.isnetworld.com/sso

procore for outlook