Peggy McGilley

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  1. 8 votes
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    Peggy McGilley commented  · 

    When sending Procore documents to DocuSign (commitments, CCOs, PCCOS, etc.) the defined DocuSign envelope expiration settings are overridden by the Procore API which reverts the envelope expiration settings to the DocuSign default. With Procore overriding the settings, this means every single envelope must have the Advanced Options re-set to the defined standard every single time. This integration should save time however it has introduced extra steps into the process for every single envelope sent. The alternative is to create a mass amount of templates, this will retain the settings however also introduces additional steps to the process. Please update the API to allow client settings to flow through.

  2. 8 votes
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  3. 81 votes
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  4. 290 votes
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  5. 8 votes
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  6. 25 votes
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    Peggy McGilley commented  · 

    Auto send billing invitations

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  7. 10 votes
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  8. 68 votes
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  9. 44 votes
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  10. 4 votes
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  11. 13 votes
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    Peggy McGilley commented  · 

    Punch Item Type at Global Level

  12. 237 votes
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    Peggy McGilley commented  · 

    Submittals Module: Please implement a search option in the distribution list drop down. Mimic the search option in RFIs. This will create tremendous efficiency for Operations Associates. Thank you.

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  13. 14 votes
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  14. 135 votes
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  15. 2 votes
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