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. 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 →
  2. Make Change Event Latest Cost and Latest Price available to Budget Views

    Please make the Change Event Latest Cost and Latest Price fields available to be used in budget views

    29 votes
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  3. Filter Canned Reports

    The user sessions report is not very useful to us due to the lack of filters we are able to apply. I wish that we could access something similar to when we do our business review every year, I was told that we could have that sent to us on a scheduled basis but have not see one since our review in February.

    What we would like to see is a report that we can filter by multiple tools, users, and jobs so we can get a good visual of how our superintendents and project managers are utilizing the tools…

    176 votes
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    52 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Doc Access by Permission Template/Role

    To have the ability to create permission groups in the Document's manage permissions section. User is wanting to group together roles such as supers and other roles to the "Allow Access" field without selecting them manually

    23 votes
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    6 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. Export Prime Contracts to ERP as a Single Line Lump Sump

    When syncing Prime Contracts to (Sage) ERP, too many constraints are placed on a user's flexibility with the SOV. Procore's default SOV options are awesome, but all the awesomeness is lost by virtue of syncing the Prime Contract; when synced, the SOVs become controlled and managed by Sage, which has a boatload of constraints.

    A better option would be to allow the syncing of the lump sum contract amount only, rather than the entire SOVs. The same would apply for PCCOs. Sage needs to know the value of the contract and the value of changes. Procore should manage the details…

    20 votes
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    2 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. Punch List - Send Digest Emails

    Punch List should allow for more Digest Emails to be sent beyond the initial notification to the Assignees.

    51 votes
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  8. 25 votes
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    1 comment  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  9. Sync Commitment Ship to Address in Procore to QuickBooks POs

    Sync the "Ship to Address" on the Commitment in Procore to the QuickBooks "Ship to Address" on the Purchase Order.

    21 votes
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    0 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  10. Observations - Add Signature to Observations

    Add signature to observations.

    40 votes
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    2 comments  ·  Quality & Safety  ·  Flag idea as inappropriate…  ·  Admin →
  11. Timesheets Distribution - Pending Approval

    when timesheets are entered, automating an email so people know that have been uploaded and approved

    83 votes
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  12. 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 →
  13. Overdue Commitment Notification Emails

    Client would like the option to send out a notification email that a commitment is overdue after a certain amount of days.

    25 votes
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    4 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  14. Mass Bid Package Update Option

    Instead of having to independently update bid packages, have a 'batch' update option from the bidding main page.

    24 votes
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    3 comments  ·  Bidding  ·  Flag idea as inappropriate…  ·  Admin →
  15. Submittal Mark-up: Continuous Page scrolling

    Submittal Mark-up Tool: I wish there was an easier way to scroll through the pages without having to click on each page to see. We get files that can been 50-100 pages and need to skim and see at the pages without reading every page.

    24 votes
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    3 comments  ·  Quality & Safety  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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!

  17. Custom report with tabloid size (11x17) layout

    Currently Procore only offers a default letter size layout when exporting custom reports. However with so many information you can insert using custom columns, landscape letter size format can only include so much and fonts are too small to read. It would be great to have a standard tabloid size layout to fit more columns with better readability.

    11 votes
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    10 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. Bid Comparison/Bid Leveling

    When receiving multiple bids, being able to compare them by scope and price/line item would save us a lot of time.

    109 votes
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    Reviewed - Prioritized for Development  ·  9 comments  ·  Bidding  ·  Flag idea as inappropriate…  ·  Admin →
  20. Vendor Notes/Comments Visible in Bidding Tool

    It would be helpful to have the ability to view the notes/comments for each vendor when in the bidding tool to know whether or not we would like to send them a bid invitation. We often put the locations they service or if they are currently not taking on any more work so that we know whether or not to send them an invitation.

    29 votes
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    3 comments  ·  Bidding  ·  Flag idea as inappropriate…  ·  Admin →
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Customer Feedback for Procore Technologies, Inc.

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