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. [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.

    25 votes
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    4 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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…

    14 votes
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    0 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    21 votes
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    1 comment  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  4. docusign integration for correspondence tool

    Make the DocuSign integration available in the Correspondence Tool

    6 votes
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    3 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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…

    12 votes
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    5 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →

    We 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.

    Learn More:
    https://support.procore.com/products/online/user-guide/project-level/meetings/tutorials/add-a-meeting-to-your-personal-calendar

    We hope this meets your expectations, but please let us know if it does not.

  6. Block 3rd party integrations at the project level

    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.

    10 votes
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    3 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  7. Procore should not remove DocuSign default expiration settings

    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

    6 votes
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    2 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  8. Baseline details should import into the schedule from Asta Power Project, Primavera, and others

    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.

    3 votes
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    0 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    17 votes
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    3 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  10. Locations QR Code Integration with Asset Management System

    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).

    4 votes
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    0 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    7 votes
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    1 comment  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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".

    24 votes
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    0 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  13. 5 votes
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    2 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  14. Office 365 integration - Respect the 'check out' file feature

    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.

    1 vote
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    1 comment  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  15. Procore for outlook mobile

    Allow functionality of Procore for Outlook via mobile devices

    13 votes
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    3 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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…

    33 votes
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    5 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  17. Disallow correction emails when viewing a Docusign items in Procore

    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.

    3 votes
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    0 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  18. CPCOs - Docusign Integration

    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.

    3 votes
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    0 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  19. Create integration with ISN for contractor verification

    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

    1 vote
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    1 comment  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  20. 11 votes
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    4 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
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