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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!

46 results found

  1. Allow addendums to be attached to all notices by email but not included in faxes

    Allow addendum to be sent as attachment to those subs that receive notices by email without having it also (automatically) sent as a fax. Having complaints by subs receiving very large faxes when we are trying to quickly send out an addendum as an attachment.

    28 votes
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    under review  ·  1 comment  ·  Admin →
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  2. allow subs to enter a reason why they are not bidding

    We get a lot of emails from subs where they reply back telling us why they can't bid a job (schedule, etc), and in relaying that they often don't respond via the site. A short text field to give a reason could be helpful.

    25 votes
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    under review  ·  1 comment  ·  Admin →
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  3. Add A Google Maps Image of The Project Location In The Invitation

    It would be very beneficial if you added this so our subs could see an image of the project location in the invitation, that could be hyperlinked like you currently have the address hyperlinked.

    23 votes
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    under review  ·  1 comment  ·  Admin →
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  4. Trade Report - Be able to print a list of our Divisions and Trades

    Be able to print a list of all our CSI Divisions and subdivisions/trades that we are using.

    22 votes
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    under review  ·  1 comment  ·  Admin →
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  5. Be able to delete multiple contacts on Contacts by Trade list at one time.

    We can delete multiple contacts on the alphabetical list (Contacts>List All) but would be nice to be able to also be able to delete multiple contacts on the Contacts>List by Trade screen.

    22 votes
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  6. Add "Do you want to save changes" ?

    If entries/edits were made, don't let user leave without asking if they want to save changes. Mainly on the Edit Project and Edit Company screens.

    20 votes
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    under review  ·  1 comment  ·  Admin →
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  7. Archive more than one project at a time

    Check boxes to archive more than one project at a time perhaps?

    18 votes
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  8. Allow bidders to respond with name of contact if different

    Often there are many Salesmen, PMs or Estimators at a company. If we direct an invitation to an individual or an entire department, allow the responder to type in the name of the salesman/PM/Estimator who is actually bidding if it is different than who the invite was sent to.

    15 votes
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  9. Bidders list, contractors bidding on multiple trades

    On the bidders list where there is a contractor bidding on several different trades, ie: 2200 earthwork, 2510 site services, and 2900 landscaping, it should be defined under each what they are bidding on.

    example when you are on the 2200 earthwork tab for a contractor, is should also list that they are bidding on 2510 and 2900, Instead of having to do that manually.

    14 votes
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  10. let the column identification row scroll

    When you're in the contact list, view by company name. While scrolling down the top row with the, Company Name, First Name, Last Name, ect... disappears after scrolling down.

    It would be nice if it went with you as you scrolled down.

    14 votes
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  11. Allow subcontractors when sending ITB's to mark any and all trades they will submit a bid for.

    When a sub receives an ITB they can open the OPR and see what trades are attached to their company. However, if they are going to submit numbers for a trade that was not previously attached to their company it will not show in the system. For example, a sub is in the system as a rough carpentry sub but they also intend to submit for concrete work which is not in the system. When they reply yes to an ITB the system will only show they are submitting for rough carpentry. If while they were in the OPR they…

    13 votes
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  12. Allow non-pipeline users to access contact database

    Our office currently has two users that send invites and keep the database updated. We would like it if the rest of the office could access the database and get contact information, email addresses, and phone numbers. Also to be able to print a nice list sorted by location or trade. It could be a different log in for administrative assistant and project management staff or have two levels of user permissions. You could sell the software with one price per full access user and another price per limited user.

    13 votes
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    under review  ·  1 comment  ·  Admin →
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  13. Send email to all "yes" subs with a proposal #

    I would love to be able to send coorespondence to all subs who responded "yes" but actually submitted a proposal number.

    9 votes
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  14. Create a generic "Please reply" document and allow it to be sent from with in the OPR access report

    Create a generic "Please reply" document that can be quickly sent to unconfirmed bidders.

    Also, create a mechanism where this can be sent to unconfirmed bidders from within the OPR access report or to unconfirmed bidders who have accessed the OPR. They would seem to be the most likey unconfirmed bidders to turn into "Yes" bidders.

    7 votes
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  15. No jumping back to Dashboard when making changes in Project Lists

    When I am archiving projects in my Sent Project List, it keeps sending me back to the Dashboard. It would be great if it would jump back to the list I was working with.

    7 votes
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  16. Outlook Contacts & Pipeline Contacts Sync

    Would work nicely to have my pipeline and outlook contacts sync so I do not have to enter the company information in both programs

    7 votes
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  17. Add a report showing all uploaded bids per project.

    Having a report that shows which subs have uploaded bids would allow us to confirm which bids we have received thru pipeline.

    6 votes
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  18. Combined Rating System

    Modify the new 5-star subcontractor rating system so that it is an average of the ratings provided by all of the users within a company.

    Each active user will have the ability to provide a 1-5 star rating of a subcontractor. Only the logged in user will be able to change their rating for the subcontractor.

    The 1-5 star rating that shows up on the subcontractor page or within a selection list will be an average of all of the individual user ratings provided for that subcontractor.

    Additionally, at the individual user rating location, allow the user to provide a…

    6 votes
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  19. Allow GC to Add RFI's & responses received from Sub not sent thru pipeline.

    It would be nice if the GC could add RFI's with Responses to Pipeline. Some subs send emails direct instead using the RFI thru Pipeline. This could be generic no subs name just questions and answers and make it available to subs thru the project. Once a new RFI is added and response is entered we could send out a notice that new a RFI or response has been added.

    6 votes
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  20. 5 votes
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    under review  ·  1 comment  ·  Admin →
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