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. Outlook Plugin

    Outlook Plugin

    It would be fantastic if there was an Outlook plugin similar to what Newforma has. There is a "Send and File in Project" that is integrated with Outlook which let's you choose what project you would like to file an email in based on what projects you are a team member of

    71 votes
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    6 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  2. Email integration

    We need an efficient way to search through ALL the Tools on a given project for email documentation and discussions. Unfortunately, Procore does not integrate the emails from the various Tools (Submittals, RFIs, Emails, etc). So our teams must search through each Tool separately to locate important information. The email link from the Emails Toolbox cannot be used directly in a Submittal or RFI, for example. The Outbound Emails Report is not detailed enough to support our needs. So we created a workaround. We set up a Gmail account with forwarding to the link in the Emails Toolbox. Our hope…

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

    23 votes
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    3 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    40 votes
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    10 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. 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 →
  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.

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

    syncing pay applications in Sage and Procore for the Prime Contracts

    15 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    59 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    9 votes
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    2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  11. Sync client and building owner info to Sage

    The info for our client and the building owner info should sync to Sage so it does not have to be entered twice by separate departments.

    5 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  12. CRM Integration: MS Dynamics

    Can Procore be integrated to CRM or perform the same functions of a CRM tool – Talking to our marketing department here may assist. Possibly propose to use MS Dynamics but waiting to see if Procore can be used performing whole of relationship experiences.

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

    7 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  14. Sort Synced Sub Contractor Invoices by Billing Date or Period

    User Story: Accounting team is working through proofing and doing final process steps for their own internal controls and really need to be able to sort the Synced Sub-Contractor list by "Billing Date" This field is not exposed on the listing to be able to sort in this manner.

    You do have the Billing Period, which would also help this situation, but none of the "Headers" are set to be sortable. Can we at least get the Headers made where you can sort the listing by any of the headers?

    Extra nice to have would add the "billing date" to…

    4 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    4 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    5 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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

    6 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  18. ERP notifications by Responsibility

    Procore needs to to allow roles or permissions for ERP items.
    We have ERP different Approvers in AP, AR and for cost codes. ERP notifications should be to responsible approve

    2 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  19. ERP Integrations Export Option

    It would be great if there was an option to export to a CSV/PDF on the Sage 300 CRE integrations page (found by going to the company home --> company tools --> construction financials --> ERP Integrations). This is a feature on most of the other pages (eg. directory).

    3 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  20. Planswift Integration

    Integrate with Planswift

    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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