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. 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.

    77 votes
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    36 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →

    All,

    Thank you very much for providing this feedback to us. We understand that the recent change is causing some confusion and frustration with your teams and we want address those concerns as quickly as possible. The intention of this change was to bring the attachments front and center for easy access and to make it clear what the most up-to-date attachment is, whether it’s the most recently uploaded or the most recently marked-up/stamped attachment. Clearly we have not fully accomplished this and have missed the mark in providing additional context that you need (previous responses, comments, etc.).

    Our team is actively exploring potential changes to make this experience better and we’d love to find time with you to make sure we’re taking steps in the right direction.

    Please reach out to me if you’d like to sit down with our team to discuss how we should proceed forward and…

  2. Daily Log Configurability - Custom Logs

    As a user, I would like to create custom logs in the Daily Log tool.

    116 votes
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    15 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  3. Distribute by Trade and/or to Related Trades

    I would a feature to be able to mark a box to get notification for RFIs and Submittals approvals that were not submitted by me or that I am not on the distribution list. This would be in order to track items that will influence my scope of work.

    76 votes
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  4. Submittal Markup - Dynamic Stamps

    Allow users to upload s stamp with fields/checkboxes where data can be entered.

    -Response Checkboxes
    -Signature
    -Signature Date

    57 votes
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  5. Transmittal Attachment Bulk Download

    Please add the option to download attachments from multiple transmittals as a bulk action

    68 votes
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    12 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    34 votes
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    10 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  7. Show Company Name in Submittal Views

    In Submittals --> View --> Submittal Workflow (section), make it so that the company name of the user is shown.

    33 votes
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    12 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  8. Freestyle meeting minutes/note taking option

    The meeting module is very rigid and focuses on task-oriented meetings. It is not ideal, if the the meeting is focused on preliminary planning and brainstorm sessions. It would be nice to have the option to take minutes more freely without needing to create categories etc., but rather a blanks sheet of paper (similar to one note and word). The freestyle option would still have a header with meeting details and an attendance list, but a blank sheet for the main body. The goal would be to select which meeting style is desired when starting a new meeting agenda/minutes.

    44 votes
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    2 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  9. Daily Log Configurability - Customized Log Titles

    As a user, I would like to customize the daily log titles.

    40 votes
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    9 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  10. Submittal Markup - Insert Cover Page

    Would like the ability to add the submittal item cover sheet, similar to the insert blank page functionality.

    30 votes
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    Started  ·  3 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  11. Bring back Drag and Drop in Documents

    Bring back the drag and drop file window in the Documents tool. Ever since you took away the side bar now there is no way to just drag and drop into a file. This has reduced efficiency causing two additional clicks just to upload a document. I realize we can still use Procore Drive, just unsure why you would take away functionality that adds ease of use and less clicks for the user.

    31 votes
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    14 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →

    Hello,

    You can still drag and drop in Procore. The steps to perform this action are as follows: – Click on the “New” orange action button
    - Select “File upload”
    - Drag and drop files into the modal
    - Click “Upload” to complete the process

    This change to the upload process is a temporary change in conjunction with a larger opportunity the Documents team is taking on to modernize the experience of this highly used tool.

    We will bring drag and drop back and it will look better than before!

    Thank you so much for your patience and feedback!

  12. 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.

    23 votes
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    1 comment  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  13. Procore Drive - Include a link to the File in Procore

    Send a link to a file from Procore Drive just like you can in the Document module

    52 votes
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    9 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  14. Show Email Subject Line within Email Body

    When I receive an email notifying me that someone has responded to an RFI, the email does not identify the RFI number or name, see attached screenshot. I then have to scroll through all the RFIs to find the one that was just responded to. It is not a huge deal, but it would be very helpful to call out the name or number of the RFI in the notification email.

    200 votes
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    75 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  15. Download submittal attachments directly from email

    Allow the submittal attachments to be downloaded directly from the email. Previously, clicking the attachment link on a submittal email would download the attachment right away. Now you have to log into Procore to download.

    17 votes
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    1 comment  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  16. BCC function on Emails sent from Emails tool

    It would be helpful to have the option to BCC when sending an email from the Emails tool. We believe this would be a valuable privacy option.

    285 votes
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  17. Insert & delete files/pages anywhere in Submittal PDF Markup

    User wants to be able to insert and delete pages (additional files and/or blank pages) anywhere within the document.

    17 votes
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    4 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  18. Submittal Granular Email Permissions - Disable Action Required Emails

    Provide an option to choose if an Action email needs to be sent out when a submittal is returned to someone's "ball in court".
    There are instances when a submittal or Workflow needs to get fixed by the Submittal Manager. This can only happen by putting the submittal back into the previous reviewers court which in turn causes confusion and frustration because of the Action submittal.

    11 votes
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    7 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  19. Show Company Name (and user) as Creator on PDF

    RFI PDFs populates the "from" field as the Creator of the RFI. We'd rather have it coming from the GC

    8 votes
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    5 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  20. Observations - Add "Date Observed" Field

    There are times when the Date something was observed might be different than the day the Observation was actually created.

    9 votes
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    2 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
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