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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[Docusign] - Permissions to View Docusign Banners
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.
35 votes -
Home - Embed Live Camera Feed
With the depreciation of iFrame on the Project Home page, it would be beneficial if there was another way to embed a project live stream camera.
Currently, an alternative would be to utilize Project Links to connect a URL to the project.
16 votes -
Integrate with AASHTOWARE
Provide an integration with AASHTOWARE Project for customers and collaborators doing projects with DOTs
13 votes -
Integrate with ServiceTrade
Provide an integration between Procore Project Management and ServiceTrade to transition Construction projects into the warranty and service phase of the project lifecycle.
9 votes -
Support unit/quantity based prime contracts and prime contract change orders for Vista
If the contract is set up with units and quantity in Vista, that information should be available in Procore, not just converted to lump sum. Contract change orders created with units and quantity and synced back to Vista should also maintain this data; not be converted to lump sum.
3 votes -
Zoom Integration: Complete the loop
We recently installed the zoom plug in and have created / distributed several meetings. We’ve run into some hurdles, for which I’m hoping you have a solution. I’d love to get these issues resolved so we can use the tool.
•The zoom meeting does not integrate with My Meetings in zoom. i.e. when I open my zoom dashboard, I do not see any of the meetings that were created in Procore. This means I cannot add a cohost or manipulate any of the meeting settings.
•Similarly, for our team members that are joining a meeting via mobile, they should be…19 votesReviewed - Not Prioritized for Development ·AdminAdrian Godby (Strategic Product Consultant, Procore) responded
Thank you for your feedback! We have shared your post with the development teams. We will update this space if we have any questions or change the status.
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Edit cost code field on prime contract after synced w/Sage 300
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.
27 votesReviewed - Not Prioritized for Development ·AdminRyan O'Donnell (Strategic Product Consultant, Financials, Procore) responded
Thanks for the feedback! Our team will review your suggestion and I will update this ticket if we proceed.
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Directory Integration into MS Project (Assign Resources window)
A plugin for MS Project that will open the Company or Project Directory (by selection) in the Assign Resources window in MS Project and allow direct assignment from these Directories rather than having to link them in the Schedule tool after uploading the Schedule.
This could save so much time in a large, heavily-resourced schedule.2 votes -
[Embedded Apps] Edit and/or Rename App Names
It would be great to have the ability to edit and/or rename app names to effectively adjust how they are listed from the drop down.
8 votes -
Integrations - More options for e-signature software
Hi team! We would like to see more options for e-signature software integrations for Procore such as "Hello Sign" and "Adobe Sign". Just looking to see more options than just "DocuSign".
3 votes -
Adobe Sign Integration
Get an integration with Adobe Sign. We were shocked that Docusign firstly has limited number of envelopes that can be sent per month or year. We were also shocked by their pricing. Docusign was far more expensive than we thought they were going to be based on their plan structure. We were really relying on being able to have an integrated signing tool in Procore because that's what we had in buildertrend. If it comes at such a high price it's not worth it.
Thanks4 votes -
Zero dollar (blank) invoice distributions are created when Subcontractor invoices are exported to Sage 300 CRE
When a subcontractor invoice is created in Procore and exported to Sage 300 CRE, an invoice distribution is created on the invoice in Accounts Payable for all line items on the invoice in Procore, when it should only create invoice distributions in Sage for the items that are actually being invoiced against. The result is that we have invoice distributions showing on the invoice in Sage for 0 dollar amounts, which doesn't happen when our invoices are entered manually.
5 votesReviewed - Not Prioritized for Development ·AdminRyan O'Donnell (Strategic Product Consultant, Financials, Procore) responded
Thanks for your feedback! We have reviewed this idea with the Product team and will update this ticket if we are able to prioritize it for development.
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2 votes
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ERP report on date items were sent and synced to ERP.
Provide a report that shows what was sent to ERP and synced to ERP on certain dates for tracking purposes.
2 votes -
Sage 300 CRE Subcontractor Invoice Exports should include the invoice as an attachment
When an invoice is exported from Procore to Sage it should include the image of the invoice as an attachment like it does when we use Timberscan
3 votes -
Zoom Integration: Add Meeting Details to Calendar
Regarding the calendar event and how it integrates with your calendar, ideally it would add the call in info automatically and any other relevant Zoom info right to the invite itself. One of the nice functions that Zoom does well in Outlook calendar is it gives you a one button call in, meaning you hit one button from your phone and you are dialed in. As it stands now, you have to save the Procore email notification and then you can't dial in until you click the link, there is no call in info available ahead of time in the…
13 votesWe are happy to announce the video conferencing link field within the meetings tool now pulls into a calendar item through the .ics file. This can be accomplished when receiving the distributed agenda and adding the item to your calendar or via the support article below.
The Zoom call in phone number automatically pulling in is not a part of this release currently.
We hope this meets your expectations, but please let us know if it does not.
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Expanded Extract Options for Procore Extracts App
It would be nice if there were more specific extraction options within the Extracts app. For example, I wish I could filter through submittals to extract only certain submittals or packages. Right now, the only option is to extract the entire submittal log.
1 vote -
Integrate with Cognito Forms
This App is much easier to navigate, has more form customizations, more sorting and filtering options and easier scrolling than Response Vault that is currently available in the App Marketplace. Additionally, form apps need to be available under each project as a form and task, collect the entries and track them.
1 vote -
pandadoc
Can you integrate with PandaDoc the same way as Docusign?
1 vote -
16 votesReviewed - Not Prioritized for Development ·
AdminRyan O'Donnell (Strategic Product Consultant, Financials, Procore) responded
Thank you for your feedback! We have reviewed this with the Product team and will update this ticket if we decide to prioritize for development.
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