Ideas for New or Improved Features
Welcome to our feedback forum that let’s you submit improvement ideas and vote on which items are the most important to you. Each of your company users has 10 votes, and you can apply up to 3 votes for one item per user (you can change votes later, and you get your vote back when we complete an item). We use the votes to help us decide which items to work on next, so start voting!
289 results found
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Coverage Report - Add a column for Bids Received
Add a column on the coverage report that shows how many bids have been received in a certain trade.
2 votes -
Rating Column in the View Bidders Lists
Have the option to see the Rating Column for the subcontractors in View Bidders as well as in Select Bidders.
3 votes -
Allow company lists to be filtered by multiple groups at a time similar to selecting bidders for a project.
When selecting bidders for a project I can filter the companies from multiple groups at the same time but when creating a list of companies by trade or division I can only filter one group. We often need to filter by multiple groups to get the list than we need for the project / area we are working. Please allow multiple group filters for lists.
3 votes -
In the projects calendar page..
Please include an agenda view
Nov 1 - Project1
Nov 5 - Project 2
Nove 23 - Project 31 vote -
Notice with link to docs
When sending Notice, it would be help to be able to add link for all project documents (plans, drawings, addendum, etc). Sometimes need to send with all project information, but not an invitation to bid.
1 vote -
Microsoft 365 SharePoint Integration
Pull documents into a Pipeline Project via SharePoint
6 votes -
Bids Turned in vs Total Bids
Add the total number of bids and the % of bids turned in versus the number of invited subcontractor. It would be good to have this at the top of the "View Bidders" screen.
1 vote -
Add bids won % at the top of Bidder Cards
Currently there does not appear to be a way to track the bids awarded versus the number of bids turned in per subcontractor. It would be nice to see this stat at the top with the other bid stats per subcontractor.
1 vote -
0 votes
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In "Select Bidders" add a Filter by Selected Vendors option
This would be useful after the bidders list has been populated, you could utilize the Selected Vendors filter to ensure all the companies that have been selected are truly companies you wanted selected by reviewing a paired down list.
3 votes -
Company notes should be editable and deletable
In the old UI, company notes were not editable but the were delete-able, in the new UI these notes should be treated the same way as the notes are in individual projects, making them both editable and delete-able, in case there are changes or an error is made.
1 vote -
Add an "Update My Info" button directly on Bid Invite email.
Subs are often emailing back changes to their estimator contacts. It would be more efficient if they could click an update button within the emailed invite to launch the "Update My Info" screen.
4 votes -
Contact Sending Preference Default
When selecting a specific contact for a project, the pop up screen defaults to "Apply this setting to everything from now on". W feel like the default should be, the less destructive "Apply this setting only to this project". We have had users hastily click OK inadvertently making a global change.
1 vote -
Missing Bidders by Group filter in new UI
In the old UI you can go to: Project Options - Bidder List - Bidders by Group - and select what group to display in an alphanumeric list. New UI is missing the 'By Group' option. Please add.
1 vote -
Project specific filtering in 'View Bidders' in new UI
In new UI, Project, View Bidders, right now- it gives you a list of all trades in grid format, click on the trade and it shows you who has been invited to that trade with the info, etc. That works great, my suggestion is to make it filter out the trades not associated for that particular project. If there is a trade no one is invited on, don't show it on the page. For people like us that have many trades listed in pipeline, it would make it much quicker to go through the applicable trades to see who is…
1 vote -
Maintain companies
We need a feature that annually/regularly contacts companies to see if their email is still used and requests they update their information.
1 vote -
Allow a User Preference setting for "Resend Invites to Unconfirmed" on every project.
So that user doesn't have to go to Project Settings and turn it on for every single project (just like the user setting for Bid Reminders).
1 vote -
Updated Notes Features Please
Hi All,
It would be awesome if you can add show notes to user preferences, so they are shown at all times.
And if they can be edited, added, in the select bidder's screen as well so that notes can be added on the fly to make the whole notes process way more user friendly.
Thanks In Advance,
3 votes -
DO NOT USE List
If for any reason, we determine that we no longer want to use a particular subcontractor, instead of deleting them from companies, it would be good if they could be checked as "Do Not Use" and they are disabled from receiving invitations to be until that status changes.
This would have some key benefits.
If the subcontractor has a temporary situation making them unqualified, they can be placed on this list until the situation is corrected.
If the status is permanent, they remain on the list, and if someone in the future unaware of the status tries to add them,…
1 vote -
Notice of Award feature for subcontract bidders
It would be very helpful if changing the status of a bidder on the bidders list to "awarded" triggered a "Notice of Award" email that is queued up to be sent to the bidder. This could be held in notifications and sent at the time we choose, not sent immediately.
Currently we can sort by awarded bidders, but a filter to only display awarded bidders would be very useful once the project has been awarded for post bid purposes.
1 vote
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