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 Integration Addition

    Currently the Outlook Integration works from Outlook into Procore, though it would be great if when you select "New Email" in the email tool in Procore, that it opens the Outlook window, and lets you select contacts from the Procore Directory. Then both Drafts and Sent emails are auto sync'd with Procore, so they can all be tracked in one place, rather than the risk if someone doesn't add the email to Procore due to human error.

    2 votes
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  2. Outlook Plugin - Attach email as attachment to Quick Add Items

    Quick add only creates the item from Outlook. It does not append the source email to the item Email tab.

    This is important for audit and legal defence.

    To achieve this now, we’d also need to forward the email using the unique email address.

    1 vote
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  3. Outlook plugin - attach files/email to an existing submittal as a response

    Similar to other outlook plugin requests this would facilitate bringing PDFs returned by subcontractors or AEs to a single submittal and updating their response. Using the existing document selection UI would allow teams to only attach specific PDFs if multiple are sent in a single email.

    2 votes
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  4. Outlook Plugin - Portfolio Level - My Open Items View

    It would be incredibly useful if the outlook plugin showed an end users "my open items" across the entire portfolio and not just individual projects.

    Having this quick view would greatly reduce the total amount of clicks/steps required and increase the ease of use.

    1 vote
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  5. PDFelement Integration

    Would like Procore's OCR to be able to convert PDF to vector format like the application PDFelement Pro. In this case, it is specifically for the Drawings Tool:
    https://pdf.wondershare.com/pdfelement.html

    2 votes
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  6. Budget ERP Integration Actual Costs

    Budget tool
    When delving into the Actual Costs to Date it would be amazing to be able to see a detailed list of costs bought in from ERP not just a lump sum figure.

    1 vote
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  7. Microsoft Project Cloud (PWA) integration

    we use Microsoft Project cloud (PWA) and think an integration would be super valuable

    7 votes
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  8. 1 vote
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  9. 1 vote
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  10. Mitel Compatibility

    We would love to see how our phone systems could integrate with this. We use mitel, and they have a desktop app.

    to be bale to track calls coming in from customers and then documenting it under their job/ client information.

    1 vote
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  11. Pronto Integration

    We would like to see Procore have an integration with with Promto Accounting ERP (https://www.pronto.net/)

    1 vote
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  12. Viewpoint Integration Transaction Detail

    Ability to view project transaction detail synced from Viewpoint Vista ERP integration

    2 votes
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  13. Integrate with Sign Now

    We would use Sign Now with the Procore Forms Tool primarily in the field. Procore allows us to load custom forms into the tool and then fill them out on a mobile device but does not allow for signing a form with a finger. Signing is necessary when we need a subcontractor to acknowledge a document. This led us to look for another solution. We are into week 2 of testing Sign Now. It’s going well and we will mostly likely purchase a license for each of our jobsites once our free trial is up.

    Currently, we are using the…

    2 votes
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  14. Directory Address field to ERP

    Expand the # characters that can be sent to ERP. The address field is usually too long to send and needs to be shortened. Sometimes addresses are just long. I have to shorten it and send to ERP then remember to come back after it's been accepted by ERP and then put the address back as it should. Some street names are just long and If they have a suite #, it just can't fit in 31 characters or less. Not sure of the options? Multiple address lines?

    1 vote
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  15. ERP Integration Approval Workflow

    Would like to have a multi-level approval process in the ERP Integrations tab; similar to a workflow.

    1 vote
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  16. Integrate with Oracle Cloud ERP

    We use Oracle Cloud ERP, HCM and PBCS. We currently have a custom integration between Procore and our Oracle implementation. But, we anticipate this custom integration to be resource intensive, require excessive reconciliation and otherwise inefficient and not leveraging the strength of Procore. We see GREAT value in a standardized integration between Procore and Oracle Cloud for:
    1. Procore Requisition/Invoices -> Oracle AP
    2. Procore Budget data -> Oracle Projects
    3. Procore PO's, Work Order Contracts & Change Orders -> Oracle Procurement
    4. Oracle Project Actuals -> Procore Actuals
    5. Oracle Project Budgets -> Procore Budgets
    6. Procore Dashboard that…

    1 vote
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  17. Contract/DocuSign Signer

    Directory Contract Signer, are you able to set up a separate Change Order Signer field that only applies to change orders when sent through DocuSign?

    1 vote
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  18. JCT

    Can JCT not become a partner so their contracts is connected to Procore and then contracts can be signed seamlessly?

    1 vote
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  19. Connectors with employee expense apps

    Currently there are no existing connectors with expensing apps such as Expensify or Expensit for tracking receipts/direct costs

    2 votes
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  20. Adjust Vendor Import in Sage 100

    Sage Contractor 100 Vendor import MUST be altered to include the phone number listed on the FIRST contact line. This should be a simple adjustment to your import template. While I realize that Sage 100 does not have a dedicated business phone field like most applications, pulling the phone number from the first contact field would solve this problem. The vendor import feature is not real useful if you still have to touch company records every time in Procore.

    2 votes
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