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!
18 results found
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Send a notice when a sub changes their bid status (daily report of all responses)
Send a notice when a sub changes their bid status...either from unconfirmed to yes or no, or from yes to no and vice versa. Doesn't have to be a notice for each sub, it can be a notice or email once a day at the end of the day with a list of the sub status changes and the jobs.
Show each project and then show a list that were:
Yes> Changed to No
Yes> Changed to Unsure
Unconfirmed > changed to Yes
Unconfirmed > changed to No
Unsure> Changed to Yes
Unsure> Changed to No90 votes -
Add the "Groups" category to the exported bidders list and option to add Groups, Cell and Ext to Standard Bid List
When exporting the bidders list to excel format I noticed that the "Groups" category does not show up. It would be nice to have this for making call logs for MBE/WBE call lists. It would also be nice to have the time/date that they received the invitation come across on the export because we often have to show proof that we sent to MBE/WBE contractors and when we sent to them.
Also add bidders list preferences to show Cell, Extension, and Groups on screen view and Printed list view.57 votes -
Be able to select a time of day when Reminder alerts are sent out to unconfirmed subs.
When alerts are turned on, there should be an option to setup the time of day that "Reponse Needed" notices are sent out to unconfirmed subs.
38 votes -
Sync the Bidding Calendar to Outlook Calendar
senior management do not have access to Outlook. I communicate bid closings with them through Outlook. It would be great if the Pipeline Calendar could sync or export each new bid to Outlook.
34 votes -
Add the ability to make notes under a contractor on a particular project from the companies tab as opposed to only in the bidders list
It is more efficient to search for a contact, than to go through the project, bidders list, and find the person that way when you want to make a note for that contractor about a specific project. If you could search the contractor, click projects, and then under a specific project leave a note there that would show in the bidders list it may save a few steps
33 votes -
33 votes
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Bidding Date Field
Would like the date field changed from 2014/09/16 to
Tuesday September 16, 2014 @ 4:00pm MDT
it is good to have the time zone on the invitations so the recipients know what time they are closing the job.20 votes -
Add a Send to Multiple option (for Invitations or Notices)
After my original blanket solicitation I may have go back and select a few more individuals to send to. If I want to only send it to those individuals and not the unconfirmed, etc group, I have to select them and push the "Send to Individual" button. Because it jumps me back to the Dashboard I then have to go back and choose a new individual, push the button, and repeat.
Please allow me to select multiple individuals.19 votes -
Sending PreQual Form to Email Address Not in Database
Provide a blank field in the PreQual (Send to Individual) drop down menu so an email address NOT already in the database can be entered.
11 votes -
Option to select a time zone
Option to select a time zone to go along with the bid day and time.
7 votes -
Show sent log in a Contact's record.
Be able to view a contact and see everything that was sent to them, most recent on top of the list. Show both faxes and emails.
5 votes -
add a prompt that would suggest that subs update their contact record in Pipeline once every XXX days when logging in
I suggest to add a prompt that would suggest that subs update their contact record in Pipeline once every XXX days when logging in. This would remind subs to review their listing and update outdated information. This would also remind subs that they CAN do this without asking us to do it for them.
5 votes -
Add Tab for "Awarded Projects" like the the "Pending Projects" tab.
To access those project quicker.
5 votesGreat idea! We can do this.
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Prequal Sending Forms
There should be two steps in sending prequal forms, just like there is in sending an RFP. In RFP, after selecting vendors and sending, there is a second step confirmation that says, do you wish to send to # of senders. In prequal you hit send and it is gone, without the benefit of confirming that the number of recipients is correct. Ideally it should be identical to a bidders list, with the option to correct the list prior to sending.
I like the simplicity of Pipeline but the all processes need to have built in quality assurance checks, and…
2 votes -
1 vote
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Show a list of who Prequal forms have been emailed to.
Many times we will have a list of 5 or more companies that must have prequalifications completed before doing work for our company. As it stands I can't find who they have already been mailed out to. It should show in the "pending" section and/or in the contact profile.
1 vote -
1 vote
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Alpha sort and print pending prequals
Alpha sort and print pending prequals
1 vote
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