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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T&M Ticket - Connection to Change Events
As a user of the T&M Ticket tool, I would like my ticket to connect to the Change Events tool. This would allow me to easily provide backup to my submitted charge for self perform work.
79 votesThank you for your feedback and interest in this functionality! We are really excited to let you know the team has begun working on this functionality.
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Directory Filter option: No Permission Template Assigned
Directory filer for "No Permission Template Assigned"
47 votesPlease take a look at the latest enhancements to our Permissions tool!
AVAILABLE NOW:
- Bulk assign users to both Company and Default Project permissions templates
- Filter by Company permissions template(s)COMING SOON:
- Filter by Default Project Permissions template(s)
- Filter by users that DON’T have Company permissions Templates
- Filter by users that DON’T have Default Project permissions templates -
Submittal Attachments: Improve the visibility of historical/workflow versions
With the new Submittal PDF View rollout, PDFS attached to workflow responses are no longer linked at the bottom and only appear at the top in the "attachments" section. The ability to customize where attachments appear would be great, since our legal team prefers them next to the responses at the bottom.
155 votesHello,
We wanted to let you all know that you can now test out Submittal Markup in your company’s ‘Sandbox’ test project. Here is a demo video of the functionality to give you a brief overview (https://www.loom.com/share/25f2c3553b364e5cbba37b72bd866d44)
You can send us feedback within the markup viewer using the ‘Provide Feedback’ button in the viewer (see attached screenshot).
If you have projects that you would like to get set up to start utilizing this feature, please reach out to pdfmarkupbeta@procore.com or your Customer Success Manager.
Thank you and we look forward to hearing your feedback!
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Bring back the Submittal Markup feature
Please bring back the Submittal Markup feature.
125 votesHello,
I wanted to provide an update on this re-release. Phase 1 has been released to all Sandbox Test Projects. This phase updates the response modal to improve attachment management. GA release of this phase is expected shortly.
Phase 2 of the re-release will give users the ability to markup, add a new Procore-generated cover page and stamp PDF attachments on Submittals within Procore. This space will be updated with a timeline after the Phase 1 release.
This two phase approach is being used to minimize impact on current workflows.
Thank you so much for your feedback and support!
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Simplify desktop Documents tool view
Simplify the Documents tool view in the desktop version. When I select the documents tool on the desktop I primarily want to see the folders/files. There may be other things I want to see/setup/track/etc., but currently everything else is primary and the actual documents are buried.
33 votesHello,
Procore has started work on a redesign of the Documents tool. Features include navigating to view or download a file through a single UI element, enabling bulk actions on files/folders, and updated page layout.
Stay tuned and thank you for your feedback!
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Global Directory for Bidders
'global directory' where a sub/vendors can place their name, contact and trade(s) info to a nationwide database for GCs/Owners to pull.
385 votesHiya all-
I am thrilled to announce that we have begun the work necessary to create an Procore worldwide, construction industry, contact database. As you can image this is a significant effort, but we have no doubts about the benefits this will bring to the Procore Platform.We will keep this space update as we progress. We appreciate all the feedback and ideas!
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submittals restricted file attachment pop up
With new pop up feature letting user know about restricted file upload, please make 'Attach' button orange or more distinguishable as a button. Currently, confusion arises as the option to attach despite the file being restricted is overlooked.
2 votesHello and thank you for your feedback! Submittal Markup is currently in Rollout. When the feature is enabled and a user is uploading a restricted/locked file, the Response Modal will detect and alert the user when a restricted file is being uploaded. For more info please check out this Support article!
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Bulk Download multiple submittal attachments with Markup
With the new Submittal markup feature, the ability to bulk download attachments no longer exists. This feature is incredibly crucial if team members need to download Submittal documents and there are 10-15 associated documents with each Submittal. It is time-consuming to make those downloads separately.
121 votesHello,
The ability to bulk download all files associated with a response will be a part of the re-release of Submittal Markup.
Stay tuned and thank you for your feedback!
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Submittals: Pending response to be mandatory to change before submitting
Submittals: Pending response to be mandatory to change before submitting
20 votesThank you for sharing this feedback with us! We are going to make a change to default the Submitter’s response to ‘Submitted’ (or whatever custom response you’ve mapped to ‘Submitted’ in the settings) so that the user will have to opt to change to ‘Pending’ rather than having to remember to update the response.
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Capitalize Discipline names correctly in the Drawings discipline filter
Retain user capitalization for discipline titles in the Discipline filter for Drawings.
2 votes -
Include "Created by" in Change History in new Documents Tool
With the release of the new Documents Tool in early 2020, the "created by" record in the Change History is no longer included for new folders/documents. Please bring this functionality back so we can properly manage our Documents Tool.
9 votes -
Submittal Markup - Insert Cover Page
Would like the ability to add the submittal item cover sheet, similar to the insert blank page functionality.
77 votes -
Extracts App - Extract Invoices
Be able to extract Invoices from the new Extracts App.
37 votes -
Show Company Name in Submittal Views
In Submittals --> View --> Submittal Workflow (section), make it so that the company name of the user is shown.
52 votesHi all-
With the upcoming improvement to the Submittals Workflow table, we will be including the Company name of the designed Submitter/Approver roles.You can follow this link to get a preview of the release: https://support.procore.com/product-releases/new-releases/submittals-updates-to-submittal-workflow
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Required Fields for Project Creation
This post will serve as a space for feedback on the requirement of Estimated Start Date, Estimated Completion Date, and Estimated Project Value fields for project creation.
46 votesHello,
Thank you for your feedback! Required Fields is only temporary until the release of Default Project Stages in the new Construction Volume Experience, which will only require the fields for projects in Course of Construction, Post-Construction, or Completed stages. For more information, please see the following support articles:
https://support.procore.com/product-releases/new-releases/admin-default-project-stages
Thank you for your patience and feedback!
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Revised Documents Tool - Bring back the Add Folder Shortcut
Revised Document Tool - bring back the "Add Folder" shortcut.
5 votes -
Sage Intacct ERP Integration
Ability to integrate Procore's Project Financials into Sage Intacct (similar to Sage 300 CRE integration)
8 votesThank you for your feedback! The Sage Intacct ERP integration is currently under development. We will update this ticket as availability gets closer.
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Submittal PDFs available on Android Devices
I would like to be able to view the PDF of the submittal when I open the package in the mobile app on my Android device. The mobile app on Android requires the PDF to be uploaded as an attachment to view it, even after the PDF is already uploaded to the submittal. Apple allows the PDF to be viewed in the submittal, and does not require the PDF to be uploaded as an attachment.
3 votes -
Incidents - Add Body Map to Log Injuries
Would like to add body part affected on a body map.
2 votesJust a quick note that this functionality has been released on web and we expect to be available on mobile in the coming weeks – will update this ticket when that happens!
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Submittal Markup - View Markup on Mobile
I can’t seem to see the mark-ups from the mobile app or how to “attach” the marked-up document in the workflow approval step.
34 votes
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