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. Sync Subcontractor Invoices to ERP & Commitment Payments from ERP

    Integrate Requisitions with ERP accounts payable. So that when a sub-contractor submits a requisition and payment it processed it is not duplicated.

    237 votes
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    62 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →

    This feature is currently available in Procore for syncing Subcontractor Invoices to Quickbooks. For more information on this new release please reach out to your Procore rep or visit our support site here support.procore.com/product-releases/new-re…

    For Sage 300, Sage 100, Spectrum & Vista, no development work has started yet for syncing Subcontractor Invoices, but stay tuned!

  2. Sync Prime Contract (Owner) Invoices to ERP

    Prime Contract Payment Applications integration with ERP

    104 votes
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    15 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  3. Google Drive Integration

    When attaching documents to a submittal, RFI, transmittal, etc., have an option to pull right from your Google Drive Account.

    We use Google Drive for all our company documentation. Having a direct link to Procore would be a huge plus.

    80 votes
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  4. 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.

    69 votes
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    11 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  5. Open DocuSign in new tab

    It would be nice if when creating a document in DocuSign it would open in a new tab so that you were not kicked out of Procore.

    69 votes
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    2 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  6. Quickbooks Online integration

    Integrate with Quickbooks Online version, so company can maintain cloud-based accounting.

    60 votes
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    10 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  7. ERP Forecasting/Cost at Completion Sync/Integration

    Provide the ability to have forecast amounts and/or the estimated cost at completion sync from Procore to ERP.

    58 votes
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    0 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the feedback! This functionality is now available for the Sage 300 CRE integration. This will allow users to sync values in the Forecast to Complete and Estimated Cost At Completion columns while “Sending a Budget to ERP”. To utilize this functionality it will need to be enabled by erpsupport@procore.com. For additional information please review this release announcement https://support.procore.com/product-releases/new-releases/erp-integrations-include-cost-forecast-data-in-budget-exports-to-sage300cre .

  8. Add Adobe Sign and/or Adobe Acrobat Pro DC for e-signature app integration

    Add Adobe products to app marketplace for e-signature

    53 votes
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    10 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  9. DocuSign Status in Reports

    I have recently had a compliant from our PMs / CEO that there is not a single report in Procore that shows me the DocuSign workflow status next to Commitments / Change Orders.

    Our PMs really need the ability to pull the Commitments / Change Order reports showing both our internal workflow along with external workflow that is done through docuSign.

    53 votes
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    5 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  10. Sync Prime Contract with ERP (Quickbooks)

    Why is the budget exported to Quick Books and not the Schedule of Values from the Prime Contract. The estimate values in Quick Books should come from and match the Schedule of Values so the billing to the owner and the amount in both Procore and Quick Books would match. This would make the billing to the owner much easier.

    51 votes
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    12 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  11. Unsync Commitments from ERP

    Give the accounting admin the ability to unlink a P.O. with through the ERP integration. Comes in handy when someone entered the wrong cost code or cost type.

    46 votes
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    11 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  12. Integration with Microsoft Teams

    It would be great to incorporate the communication stream to/from Procore into a project team site. Also enabling dashboards/links/documenst from Procore to be displayed on the Team site would speed communication.

    44 votes
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    16 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →

    All,

    An update from the general comments in this thread:

    1. The video conferencing link field now pulls into the meeting calendar item you create automatically via the distributed agenda email .ics file. “Add to Calendar”

    Or this way too:
    https://support.procore.com/products/online/user-guide/project-level/meetings/tutorials/add-a-meeting-to-your-personal-calendar

    Also the time and date comes through but if you were to update Procore you would have to redistribute the agenda in order for people to make a new calendar item.

  13. Integrate with Office 365 and Excel

    It would be nice to be able to link an Excel spreadsheet to the Procore Budget and have it synchronize when the Procore budget is revised. Even if it required field mapping, that would be fine.

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

    Need to have Prime Sync for Sage 100 Contractor

    41 votes
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    2 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  15. Auto attach completed DocuSign document in Procore

    It would be great if Procore could pull the completed, signed commitment and change order from Procore and attach back into the record in Procore.

    Documents tool should add the finalized document and the newest revision.

    39 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…

    34 votes
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    6 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  17. [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.

    31 votes
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    4 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  18. DocuSign - Make orange button at the right & remove checkbox

    When using DocuSign, it would be nice to have the feature to send to DocuSign on the top right with the other features. As it stands now, we are required to create a commitment in the General tab, hit create, then go to the SOV tab, enter the SOV, then go back to General tab, hit edit, and then hit "Complete with DocuSign". It's not intuitive.

    31 votes
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    7 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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".

    29 votes
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  20. ERP Emails - Send Immediately instead of daily digest

    Procore needs to send notifications regarding ERP items. It should notify the ERP Approver immediately when something is submitted to ERP and it should notify the sender when something has been ERP Approved. Without this piece there are unnecessary productivity delays.

    To adjust the frequency of the daily digest emails, vote for: https://feedback.procore.com/forums/183340/suggestions/19074838

    29 votes
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    9 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
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