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. 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.

    32 votes
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    9 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow Admin Users to interact with Bluebeam sessions In progress

    Currently users with the Bluebeam integration for submittals are unable to work collaboratively to close out submittals once one user's bluebeam session is in progress. this needs to be changed as it significantly slows down submittal workflow.

    15 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    49 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  4. Syncing Prime Contracts Invoices with Sage 300

    syncing pay applications in Sage and Procore for the Prime Contracts

    7 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  5. Export Prime Contracts to Sage 300

    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.

    5 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  6. Disable Creating Prime Contract in Procore for Sage 300 Synced Projects

    Remove or hide the Create Prime Contract option and Create Project options for Sage 300 PC and PCCO integration to prevent users from creating a Prime in Procore instead of syncing it over.

    5 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  7. ERP approval process - less clicks

    User is a PM who is also entering information on the QB side. For them, it creates several additional steps to send something to ERP, then go to the ERP tab and approve it as well. I have heard this from a few of our clients who work in smaller companies and wear multiple hats, and it seems like this workflow was set up for companies that have a PM entering financial information into Procore, and a separate accounting department pushing the information into QB.

    3 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  8. Sage 300 Integration PCCO Vertical Markup Adjusting Estimate

    If the PCCO is using vertical markup, the vertical markup can map to a Sage 300 Prime Contract line item, but there is no option to have it map to a Sage 300 Cost Estimate (Budget) line item. For fee/profit markup, this is preferred. However, for non-fee/profit markup such as insurance, bond, etc., this is a limitation. Please add support for the ability to include vertical markup values in the Estimate Change Amount.

    3 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  9. Sage 300 Integration - Send Execution Dates to Sage

    Subcontract Execution Dates are NOT being sent to Sage. Need to send over the executed date to Sage/TL

    4 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  10. Spectrum Budget Integration Issues

    we need our budget in Procore (specifically the revised budget column) to push information over to Spectrum and populate the "estimate" column in Spectrum. We are spending hundreds of thousands of dollars per year on this integration and gaining nothing from it for reporting purposes.

    6 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  11. Ability to flatten markups

    We would like to have the option to flatten markups on drawings. Running into the problem of RFI clouds being moved by users trying to see the information underneath them. I have explained the filter tool to everyone on the team, but it still continue to happens. Have the option for only the admins to flatten and move these markups could help solve this.

    2 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  12. Sync multiple prime contract with ERP

    Allow ERP integrated projects to sync multiple prime contracts.

    3 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  13. Granular settings for ERP (Sage 300) notifications

    I would like to have some additional granular choices for ERP notifications for Sage 300 Integrations. Currently the notification is sent once a day. I would like to receive notifications every time a Job or Vendor is sent to ERP.

    2 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  14. Schedule - SharePoint Integration

    Lack of Microsoft integration is annoying. For example, the Excel 3wk schedule is hosted on SharePoint because they can’t figure out how to enable multiple people editing at the same time. No collaborative document creation. ?

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  15. Billings integration with Procore and Sage 300

    Procore should provide MTD, YTD, and JTD information for both costs and billings. Currently Procore produces the AIA's billing numbers but it doesn't produce an entry to Timberline. Accounting has to do it manually. I don't YTD Billings numbers in Procore either to provide number for a year end WIP report.

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  16. Commitment & CCO Date change - ERP

    Would like the ability to modify the date on commitments and CCOs with an Accounting Date instead of the date it is sent to Sage.

    3 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  17. Sign With DocuSign

    disable sign with docusign box and leave it disabled.

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  18. Need ERP export solution of cost documents to closed jobs

    I am looking for a solution on how to export cost documents via ERP into closed jobs in Sage. Currently, we cannot use ERP and need to enter these documents manually.

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  19. Sage100 Certificate sync

    Allow all lines of Vendor Certificates (insurance, w9, contractors license, etc) in Sage100 to sync to Procore when linking a vendor.

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  20. Procore not showing cost codes that start with zeros

    Procore cannot use our 00 cost codes; i.e 00-1000. They exist in Sage 300, but are not even visable in Procore. We use these cost codes for preconstruction and deverlopment costs and budgeting. Also, any cost code that ends in zeros; ie. 10-0000 does not show up in Procore as well. Can you fix this?

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
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