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!
264 results found
-
Add a Bidders List report of just Yes and Unconfirmed
Yes and Unconfirmed would shorten the list to show only those interested or possibly interested.
6 votes -
Share plans and documents, NOT via Invitation to Bid
We frequently need to share plans for budgeting or other reasons, but the project is not bidding. It would be nice to be able to create a project and send a link to a subcontractor but in a way that does not look like an Invitation to Bid.
6 votes -
Print Report by Trade
When you print a report by trade I think it would be helpful if you could highlight the yes responses to easily view who is bidding.
6 votes -
Microsoft 365 SharePoint Integration
Pull documents into a Pipeline Project via SharePoint
6 votes -
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 -
Show "User Defined Field" on "Bidders by Trade" printouts
Allow us to select any “User Defined Field” to show on our “Bidders List Print View”. For example if the “User Defined Field” contains Union Affiliation then we can select whether we can show/hide this on the "Bidders for Trade" printout as a Y/N under Union, next to the Y/N that they are bidding.
6 votes -
When using a filter to help select bidders, then leaving to check a contact, leave filter on.
Currently if you apply a filter when selecting bidders, then use the Keyword Search for example to see what trade a certain sub is in, then go back to select bidders, the filter goes away. Would be better to keep the filter applied until I manually click the Clear Filter button.
5 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 -
Show date Bidders responded Yes or No
On bidders list, be able to see the date the sub responded, and if multiple contacts, which contact responded.
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 the spell check feature to notices (and make it automatic so you don't have to click on the button).
Also for the Invitation Scope boxes, make it automatic spellcheck.
5 votes -
deactivate a user
I de-activate a user and dont see how i can re-activate. please advise. thanks
5 votes -
Allow us to print entire bidders by trade list for a project with a fresh page for each trade.
We like to create a bid comparison sheet for each trade by typing in the price received from each bidder. Right now if we print the entire list, sometimes 2 or 3 trades are on a page. If we print each individually, it takes an hour.
5 votes -
5 votes
-
Spell Check Default
Make spell check default 'on' in lieu of having to toggle on.
4 votes -
Have a print screen option for company profiles
Right now, when you print a company's information, anything off screen (such as multiple email addresses) is cut off in the print out.
4 votes -
There needs to be a way to notify subs if their bids are competitive or not
We need to be able to let subs that bid a project know if their bid was competitive or not. The old system we used allowed us to let a sub know if they were competitive by sending a message that they were within 10% of the low bid, were between 10-20% of the low bid or more than 20% higher than the low bid. This kept us from having to answer phone calls from subs wondering how their bid was. This woudl laso allow us to track subs by how competitive their bids are compared to other bidders.
4 votes -
Notes on the bidders list shouldn't show up in each trade they are invited to
If you make a note on the bidders list regarding their carpet bid, the note also shows up under their name on the other trades they were invited to. Can we make it so there are customized notes for each trade they are invited to?
4 votes -
4 votes
-
Sending email should contain link to project
When you are in the master bidder list for a given project. You select a subcontractor and select 'send email' from the menu it opens an email message for you to type. Could we have Pipeline create a link to the project area for that subcontractor so they can access the OPR directly from our email?
Sometimes you just want to send out a quick email to a particular sub and you want to be able to have them gain access to the project directly from your email. The only way to do it right now is to use the…
4 votes
- Don't see your idea?