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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Put line feed(s) between Bids Due line and To/From line so it's not so crammed
Put line feed(s) between Bids Due line and To/From line so it's not so crammed (basically space out the top portion a little more so it's not so crammed looking). Also, can the form be a little more user friendly that we can customize the sheet ourselves?
7 votes -
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 -
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 -
Option to select a time zone
Option to select a time zone to go along with the bid day and time.
7 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 -
6 votes
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Microsoft 365 SharePoint Integration
Pull documents into a Pipeline Project via SharePoint
6 votes -
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 votesGood idea, Noel.
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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 -
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 votesGood idea, Noel!
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Export to Excel Bidders By Trade for ONE CSI Code
Export to Excel Bidders By Trade for ONE CSI Code
Information can then be sorted, columns arranged, utilized in bidding
This will be SO helpful !!!!
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 -
Notes, Notes and more notes
We need the ablility to see notes for a contact, no matter where we are or in what record. Especially when we are selecting our bidders. Just having the little blue box would be great. Mostly we use the keyword search and the results do not show that there.
Thanks!!6 votes -
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 -
Mark a subcontractor as a "favorite"
Be able to mark a subcontractor as a "favorite". That way you can sort bid list and ensure that they were selected for a project.
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 -
Assigning Trades to Individual Users
Be able to assign trades on a specific job to a specific user. Ex. job A, trades 1-5 user A, trades 6-10 user B, and so on. And then allow user A to send notices/invites etc. on behalf of other users based on assigned trades. This would also open up an opportunity for a "MyTrades" button that allows quick tracking of user A's trades on current multiple jobs that he/she is responsible for.
5 votes -
allow multiple divisions within a company to send tenders (ie. mechanical vs. electrical)
Multiple divisions have differing company logos, contacts, etc. that would be great to be able to differentiate when sending different tenders.
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 -
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
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