Customer Feedback for Procore Technologies, Inc.

Welcome to the Customer Feedback Forum for Procore.

We’d like to hear any ideas you have for how we can improve Procore. Please use this forum to suggest features you’d like to see added to Procore. You may also vote and comment on product ideas suggested by other Procore users.

This forum is actively monitored by Procore’s Product Management Team.

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  1. Office 365 Direct Editing

    Allow for integration with Office365 for document editing.
    This would allow for true integration between Procore and Office 365 for direct document editing. Office 365 Documents (Word, Excel, PowerPoint, others) which are stored in Procore should be directly editable by clicking on them in the web browser, which will then open the document in a web-editing mode.

    This feature is currently available on competing platforms (Bim3360 Docs and Aconex).

    This could be extended to the iOS/Android applications, and also via a plugin for the desktop versions of Microsoft Office applications (Word, Excel, PowerPoint, Visio).

    159 votes
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    14 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  2. DocuSign signing order, list subcontractor first

    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.

    14 votes
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    2 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  3. Sage 100 Vendor Import - Add DBA

    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.

    6 votes
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    1 comment  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  4. Export Prime Contracts to ERP as a Single Line Lump Sump

    When syncing Prime Contracts to (Sage) ERP, too many constraints are placed on a user's flexibility with the SOV. Procore's default SOV options are awesome, but all the awesomeness is lost by virtue of syncing the Prime Contract; when synced, the SOVs become controlled and managed by Sage, which has a boatload of constraints.

    A better option would be to allow the syncing of the lump sum contract amount only, rather than the entire SOVs. The same would apply for PCCOs. Sage needs to know the value of the contract and the value of changes. Procore should manage the details…

    31 votes
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    4 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  5. Outlook Plugin - Task Assignment

    It appears you can create a task from within outlook but you cant assign it to a person from within.

    If there was an “assignee” drop down it would make task creation from the plugin incredibly easy. Without it, you have to login to the web app.

    26 votes
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  6. Sync Commitment Ship to Address in Procore to QuickBooks POs

    Sync the "Ship to Address" on the Commitment in Procore to the QuickBooks "Ship to Address" on the Purchase Order.

    25 votes
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    1 comment  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  7. 8 votes
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    3 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  8. Outlook Plugin > Create Project Directory Contact

    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".

    11 votes
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    0 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  9. Procore for outlook mobile

    Allow functionality of Procore for Outlook via mobile devices

    7 votes
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    1 comment  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  10. Quickbooks Desktop Transaction Detail

    Transaction detail sync when JTD costs sync from Quickbooks Desktop.

    9 votes
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    3 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  11. Make Assemble Views Visible in Bidding Tool

    During the Bidding stage of a project it is valuable to share the Assemble views with subcontractors so that they can view the model and in some cases see the takeoff that we want them to. Currently the Assemble integration is only available on the Project and not in the Planroom.

    5 votes
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    0 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  12. Filter Locations (Revit Integration)

    It would help users with Revit integrations to be able to filter locations in Procore by the tags they set in Revit.

    2 votes
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    1 comment  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  13. Asset Management Tool for post construction mgmt of Warranty Tracking.Maintenance/Capitalization

    Provide a solution for managing assets post construction for Warranty Tracking.Maintenance/Capitalization purposes

    24 votes
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    7 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →

    We have recently launched two integrations focused in this area.

    BUILDR Warranty management handles tracking and management of post construction warrranties and warranty requests.
    https://marketplace.procore.com/apps/buildr-warranty-management

    KTrack handles the collection and tracking of asset data during the construction process through the handover to facilities management.
    https://marketplace.procore.com/apps/ktrack

    Both are integrated with Procore and available on the Marketplace.

  14. ERP Integrations Tool Change History

    It would be a benefit for contextual and auditing purposes to have a change history aspect on the ERP Integrations tool. I have seen various requests that vary in flavor from seeing when an item was synced, and who synced it (Imported or Exported). In addition to a feature that shows when the last sync was completed and if any new objects were pulled into ERP from accounting.

    5 votes
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    0 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  15. New Contact Trigger in Zapier

    Please add the ACTION of adding a new contact in Procore to TRIGGER a new contact in other programs with Zapier. (Specifically Constant Contact.) We are constantly having to export directories and upload to our email software. It looks like Zapier is already set up, and a TRIGGER for a new contact is available, just not the other way around. Thanks!

    3 votes
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    1 comment  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  16. 2 votes
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    0 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  17. Export Prime Contracts to ERP

    While we are now able to import prime contracts from Sage to Procore, we would love the ability to export prime contracts from Procore to Sage as without that capability I may be forced to take 10 steps backwards and relearn sage. Any way you could escalate this would be extremely helpful- I personally am a huge fan of the software and would love to see this company continue to move forward in launching various tools until we are 100% bought in.

    62 votes
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    10 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  18. Integrate with Sage 300 CRE Accounts Receivable Customers

    I would like to be able to establish links between my Customers in Accounts Receivable in Sage and my Company Directory in Procore. Just like we can currently do with our AP Vendors and the Companies in Procore.

    15 votes
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    2 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  19. Amazon Firestick or Roku App

    Publish an application that can be downloaded onto the Roku or Amazon Firestick that could display custom dashboards.

    3 votes
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    0 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  20. Sync Prime Contract to/from Sage 100

    Need to have Prime Sync for Sage 100 Contractor

    30 votes
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    1 comment  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
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