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.
-
Directory Filter option: No Permission Template Assigned
Directory filer for "No Permission Template Assigned"
33 votesHappy to announce we will soon be releasing a User Permissions view shortly that lists each user, their default project template, and their company template (also Coming Soon).
This will provide an overview of permission templates and will also be filterable and sortable.
-
Allow Models and Coordination Issues to be linked to drawings
Similar to RFI's and Observations it would be helpful to link a model and/or coordination issue to the drawings for reference to the field and other team members who are not directly involved with the BIM process.
19 votesThe ability to link existing CI’s to markups in drawings will be available in Q2 of 2020
-
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.
152 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!
-
Bring back the Submittal Markup feature
Please bring back the Submittal Markup feature.
118 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!
-
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.
32 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!
-
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.
357 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!
-
Submittals: Pending response to be mandatory to change before submitting
Submittals: Pending response to be mandatory to change before submitting
17 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.
-
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.
90 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!
-
Security Settings for Login and Timeout should be Company-specific
Currently, any user that is associated with multiple Procore accounts is affected by any of their associated account's security settings. It should not the be the case to have another Procore account dictate our own account's security settings.
32 votesHello,
Work on this feature has started and we will release soon! Please follow this space for updates. Thank you for your feedback!
-
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.
71 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.
50 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
-
Revised Documents Tool - Bring back the Add Folder Shortcut
Revised Document Tool - bring back the "Add Folder" shortcut.
5 votes -
Submittal Mark-up: Continuous Page scrolling
Submittal Mark-up Tool: I wish there was an easier way to scroll through the pages without having to click on each page to see. We get files that can been 50-100 pages and need to skim and see at the pages without reading every page.
37 votes -
Extracts App - Extract Invoices
Be able to extract Invoices from the new Extracts App.
22 votes -
Custom Fields carry over in Project Templates
Would like custom fields to be assigned to a project template and have them carry over on all projects created from the template.
8 votes -
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 -
2 step verification instead of lockout
Apply a 2 step verification process similar to what Google uses, so that when a company has the lockout in place, users will still be able to access their account and re set passwords without having to wait for a response or to bug others.
2 votesHello,
We are planning to release a feature which would allow a locked out user to unlock their account by resetting their password.
Thank you for your feedback!
-
Procore Connect: Directory Contact should display correctly
Display the ‘contact’ that is established with the correct project name. The information (RFI) passes to each project correctly, however, when you are looking at the projectI, the contact in the directory indicates the other connected project. Could potentially create some confusion.
2 votesThank you for your feedback! We will update this space as we progress towards release.
-
Show thumbnails in the PDF Markup Page Viewer
It would be nice instead of the Submittal PDF markup showing gray pages, it showed small format/print as a form of a preview.
28 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)
Here is a support article reviewing steps to apply Markup and Stamps. https://support.procore.com/products/online/user-guide/project-level/submittals/tutorials/apply-markup-and-add-a-stamp-to-pdf-attachments-in-a-submittalYou can send us feedback within the markup viewer using the ‘Provide Feedback’ button in the viewer (see attached screenshot).
I will be covering Submittal Markup in a Procore Webinar on Wed. May 13, 2020, 10AM PST. Follow this link to register!
https://www.procore.com/virtual-trainingThank you and we look forward to hearing your feedback!
- Don't see your idea?