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. Plug Ins

    We are a very large Steelcase Dealer- There are various programs our company uses which we would love to see integrations for.These integrations would be very helpful in relation to our day to day business!

    - Outlook

    - Microsoft Excel

    - Paycom

    - Panda Doc

    - Measure by RFMs

    - SnapTracker

    - Docuware

    9 votes
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    4 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  2. Export Prime Contracts to ERP

    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.

    29 votes
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    3 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    42 votes
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    11 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  4. Asset Management Tool for post construction mgmt of Warranty Tracking.Maintenance/Capitalization

    Provide a solution for managing assets post construction for Warranty Tracking.Maintenance/Capitalization purposes

    6 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  5. Sync Prime Contract to/from Sage 100

    Need to have Prime Sync for Sage 100 Contractor

    10 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  6. ERP Emails - Send Immediately instead of daily digest

    Procore needs to send notifications regarding ERP items. It should notify the ERP Approver immediately when something is submitted to ERP and it should notify the sender when something has been ERP Approved. Without this piece there are unnecessary productivity delays.
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    To adjust the frequency of the daily digest emails, vote for: https://feedback.procore.com/forums/183340/suggestions/19074838

    13 votes
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    4 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  7. Auto attach completed DocuSign document in Procore

    It would be great if Procore could pull the completed, signed commitment and change order from Procore and attach back into the record in Procore.

    26 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  8. Open office open and save back Office 365 documents on iOS in native app

    Issue:
    Users can currently open office 365 documents (excel, word) stored in Procore within the native iOS apps. They cannot save the file back to Procore without first saving the file to local or onedrive and then reuploading. This is cumbersome and the extra steps prevent adoption and regular use of the documents tool.

    Impacted business process:
    Editing and saving O365 documents stored within Procore on their iOS devices.

    Frequency intended use:
    Multiple times a day

    Proposed solution:
    Work with Microsoft to have Procore as an available document management tool to save to from the native iOS apps. Attached is…

    4 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  9. Sync multiple prime contract with ERP

    Allow ERP integrated projects to sync multiple prime contracts.

    24 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    16 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  11. Sync/merge existing ERP job to existing Procore project (instead of creating new job/project)

    Currently you can sync existing jobs in sage to new projects in Procore. But there should be a way to sync existing jobs in Sage to existing Jobs in Procore if the same project was created.
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    To vote for another option for this, which would be to merge two projects in Procore into one project, vote for: https://feedback.procore.com/forums/183340/suggestions/16733719

    6 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  12. ERP Integration PCCO Vertical Markup Adjusting Estimate

    If the PCCO is using vertical markup, the vertical markup can map to a Prime Contract line item, but there is no option to have it map to an ERP 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.

    13 votes
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    3 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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.

    11 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  14. Microsoft Dynamics SL integrtion

    Dynamics SL Integration

    4 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  15. Dropbox or Fileshare feature for Estimating purposes

    This would be a separate section of procore for Estimating. We estimate several projects a month and most of them are not awarded. This needs to be simple to start a new project and remove when not awarded. Just like on dropbox or fileshare you have a few pdf documents (plans, specs, various addendums) for download per project. You can invite subcontractors to bid by emailing them a link to the project documents, and anytime an addendum is added they get a notification email. Each project needs to be able to have a different selection of subcontractors selected to receive…

    3 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  16. Procore for Outlook - Bulk select of emails

    Add the ability to select multiple emails at once to send to Procore with the Outlook Plugin. Currently our company files all employee emails to our local server per project to keep all project correspondence together. However the system we are using requires 1 person to capture all of the emails which takes 40+ hours per month. The plug in provides a way for each employee to "file" their own project emails but will be cumbersome if they are only able to send 1 email at a time to Procore.

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

    61 votes
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    2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  18. Payroll integration with Sage 100

    Please work on Payroll integration with Sage 100

    4 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  19. Granular Permissions for what Accounting Approvers can approve

    We need a way to assign granular permissions for who can post what to ERP, depending on commitment type and Job.

    I imagine having a setting in the Admin Area of a project to set the Project accountant and Purchasing Agent. The project accountant would have the ability to approve all items related to the project but would not be notified about purchase orders syncing to the ERP. While the Purchasing agent role would not be able to post/sync anything to sage except for Purchase Orders.

    3 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  20. Accommodate Custom Fields in QuickBooks

    When integrating Procore and QB, some companies have custom fields in QB that are then not able to be imported or connected with Procore. For example, one company used a custom field in QB to input vendors' business accounts numbers with the city of San Francisco that were similar to EIN numbers. The option to import custom fields doesn't currently exist with the QB integration so they couldn't continue to utilize that field.

    2 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
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Customer Feedback for Procore Technologies, Inc.

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