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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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).
33 votesHello,
Soon users will be able to edit their office files without leaving their browser by sending them to Office 365 to edit and save their changes to Procore.
Stay tuned and thank you for your feedback!
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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…
26 votes -
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.
24 votes -
Quickbooks Desktop Transaction Detail
Transaction detail sync when JTD costs sync from Quickbooks Desktop.
7 votes -
Open office open and save back Office 365 documents on iOS in native app
Issue:
Users can currently open office 365 documents (excel, word) stored in Procore within the native iOS apps. They cannot save the file back to Procore without first saving the file to local or onedrive and then reuploading. This is cumbersome and the extra steps prevent adoption and regular use of the documents tool.Impacted business process:
Editing and saving O365 documents stored within Procore on their iOS devices.Frequency intended use:
Multiple times a dayProposed solution:
Work with Microsoft to have Procore as an available document management tool to save to from the native iOS apps. Attached is…22 votes -
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.
59 votesReviewed - Not Prioritized for Development ·
AdminJordan Chacon
(Strategic Product Consultant, Procore)
responded
Thanks for the feedback! Our team has reviewed your suggestion and we will update this ticket if we proceed.
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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
18 votes -
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.
10 votes -
Quick Create Submittal in Procore for Outlook
procore for outlook
4 votes -
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.
13 votes -
Sage Estimating to Procore change event
We currently use Sage estimating for all estimates whether new estimate for a bid or on a successful project we use it for changes to the job. It would be nice if we could create the estimate in Sage and then through the ERP create a change event/PCCO to then distribute to the owner or architect for approval from then it could become a change order.
4 votes -
It would be great to have if Procore could integrate with e-Builder to eliminate double entry between Contractor and Owner platforms.
It would be great to have if Procore could integrate with e-Builder to eliminate double entry between Contractor and Owner platforms.
19 votes -
Sync Prime Contract to/from Sage 100
Need to have Prime Sync for Sage 100 Contractor
22 votesReviewed - Not Prioritized for Development ·AdminJordan Chacon
(Strategic Product Consultant, Procore)
responded
Thanks for the feedback! Our team has reviewed your suggestion and we will update this ticket if we proceed.
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Job Setup: Dates in Sage 300 to appear in Procore, and Vice Versa
It would be incredibly beneficial for the dates in Sage 300 (JC) Job Setup have the capability to update Procore, and vice versa. Right now it's duplicate entry when setting up a job. Have to enter that information into both systems. The other dilemma is that when we have to update these dates, we again have to do it in both systems, otherwise they do not reflect the same data.
The "estimated start date" and "estimated completion date" and the "actual start date" and "actual completion date" in Sage 300 on the Status Tab should be able to move back…5 votes -
Plug Ins
We are a very large Steelcase Dealer- There are various programs our company uses which we would love to see integrations for.These integrations would be very helpful in relation to our day to day business!
- Outlook
- Microsoft Excel
- Paycom
- Panda Doc
- Measure by RFMs
- SnapTracker
- Docuware
11 votes -
Sage 300 CRE Transaction Detail
Sync transactional detail such as payroll, material, equipment, PO/sub invoices, etc costs from Sage 300 CRE to the Job to Date Costs column in Procore's budget.
9 votes -
Integration with Accubuild Accounting
It would be great to have Procore integrate Accubuild Accounting to synchronize project and cost data.
10 votes -
Sync new tax codes added in Sage automatically into Procore
In Texas we have to have a Texas Sales and Use Tax Permit per location so every job we do we must apply for said permit. The tax is then reported by location to the state. This is why we create a new tax group per job in TX.
We also build nationwide, so if we have not worked in a city/county, we have to create a new tax group/rate for that city/county. If a tax rate changes, we have to create new ones b/c if we revise them in Sage it messes up old jobs.
In other words, we…
3 votes -
Maintain date on original email moved from MS outlook
When using MSOutlook Ad-In to move emails, Procore must maintain the origination date of the email. Currently it changes the date to the current date.
1 vote -
Revit Plugin: Respect Granular Permission ('Manage Locations')
Currently, only admins from the Admin tool can utilize the Revit Plugin for Location imports. It would be nice if it would respect our granular permission 'Manage Locations.'
4 votes
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