Improve Email Formatting/Layout
The automatic email notifications for submittals seem to be too cumbersome with too much information and detail included in the email body itself. This makes obtaining critical info from the email difficult. Can these email notifications be pared down to include only prioritized info (Project, submittal # and title, submittal type, Ball in Court, Responsible Party’s due date, Submitter, Approvers, and Distribution)?
I think if the rest of the info was taken out of the email body and instead made available in the “View PDF” or “View Online” options only, it would make each notification more credible and easier to process.
It would also help if the “View PDF” and “View Online” link were more visible and their purposes explained better. Also, it may be a good idea to move the “Help”/view online video option to the bottom of the email, while keeping it graphically noticeable.
See attached document displaying proposed changes.
I don't find the Procore emails helpful. I'm on CA for 4 different projects and I get flooded with Procore emails all day along with other emails. Plus the emails just show too much unnecessary information.
It would be helpful to have one email at the start or end of the day with single line items of all the opened/overdue submittals/rfis, new submittals/rfis/additional uploads and a section of all the new ball in court items.
Justin Rosenau commented
Would like to have the reason an email was received listed on the bottom of each email. For example if i am on the dist list and the submitter submits the submittal I get an email. That email should say something like "Received due to being on the dist. list for submittal"
Braydon Burluck commented
font when emailing documents should be darker and more noticeable. It is lost in the email and people not familiar with procore could miss it.
Derek Misiewicz commented
Remove the submittal work flow history from the email notifications to architects and subs / suppliers. By including this work flow history this allows outdated information to be downloaded and used by the architect or supplier. When the email recipient scrolls down the email the oldest information is the first link they see. This email notification should not include the past information, this has led to the incorrect information being reviewed, provided and built incorrectly.
Mike Duke commented
See also these links.
If we combine all the comments into one request it improves the chances of Procore actually doing something its users want them to implement.
Rachael Segraves commented
Re-format email content. Procore emails do not make it easy to highlight important information. The 'from', 'date', 'sent to', 'cc', 'attachments' portion of the email is much too prominent while the actual content/comments are lost in the "noise" of the email formatting.
I want to know what the email is about (ex: RFI 65 response ......) and if there are any comments. Secondary information (ex: who sent the email and when) should be less prominent as it does not answer my first question, "why am i receiving this email?"
Terri Forese commented
Grey lettering is lost amid all the information on an email (in submittal and RFI)
When RFI sheets are sent out to clients who have not used procore before, we always need to train them how to use the form. The view pdf link is too subtle and small and most clients miss it and ask us, slowing down the process and resulting in unnecessary emails. Could you make it more obvious with positioning / bigger?
It would be helpful if the most recent action item on a submittal workflow would be visible at the top of the notification email rather than at the bottom. If users want to see the entire workflow details, they can logon to Procore to view those details. Having the most recent action item at the top of the notification email or the ONLY item displayed on the notification email would eliminate a lot of confusion, wasted time and unnecessary emails.
Mark Curtis commented
Please allow the modification of email subject lines in non-automated emails too.
Raena Cunningham commented
"RFI Email Notifications
Allow for the automatic Email Notifications to include who Ball in Court it is. "
When responses are sent out via email in response to RFI's or Submittals please please please have the RFI or Submittal number posted at the top of the response page. Having to scroll down in the email response to find out if its an RFI or Submittal is ridiculous.
Rosemary Laurence commented
It would be helpful if the RFI email notificiation can advise who the ball in court is
Spencer Thomas commented
It would be nice to have the option to change the formatting on the subject in the automated emails coming from Procore.
Brett Marshall commented
RFI distribution copy list should be at the end of the RFI export. The question and answer of a RFI get lost at the end of the RFI due to the numerous names being added to the distribution list to issue it to all subcontractors.
Bri Gimse commented
Currently, when a Submittal is updated, the e-mail notification that goes out states "This submittal has been updated". More transparency in this e-mail would provide what the specific updates are.
Jose Ramirez (S) commented
Client received emails for overdue RFIs and it tells you in the body of the email which RFIs they are referring to. In the other notifications about responses from RFI's it simply says "This RFI" and not which one it is referencing.
Creighton Rauh commented
The emails from RFI and Submittals needs to be simpler. Subject line is HUGE, Project Name and Item would be enough. Work flow is unnecessary for subcontractors architect and engineers. They just need to know what they need to do. The links to access the content have the smallest font on the email, tucked away at the top and bottom. It should not be difficult to extract the information from the email.
It would help if in Procore when sending emails that the company name appear after the name of contact. Helpful in finding emails when only Company name known.
Tomasz Zeliszewski commented
Regarding new RFI email notification, the subject line should be within the RFI Details:
RFI Number, Assigned To, Subject, Question, Attachments are the most important.
Also the date is not consistent, It should be nice, simple and clear DD/MM/YYYY
I think this need to be slightly redesign so it is nice and clear for example
- Assigned To:
- Created By:
- Date Initiated: dd/mm/yyyy
- Due Date: dd/mm/yyyy
- Responsible Contractor:
- Distribution List:
- Schedule Impact:
- Cost Impact
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