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!
175 results found
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Have "unc" change to an orange "uns" in the bid list when bidder selects "Unsure"
At the moment, it appears that in the bidlist the "UNC" stays the same whether or not the bidder has selected "Unsure" or hasn't responded to the invite. It would be nice for the "UNC" in the bid list to be updated to "UNS" in orange so that it is easy to tell that the bidder at the least looked at the project.
10 votesThis is done! The color of the “Uns” option is Blue.
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Provide the YES, NO, Unc option to Notices.
As with the original invitation to bid. We now have a YES, NO, or UNC button in the body of the email. Can you please provide this same service in the body of emails of Notices that are sent out after the original ITB????
10 votesThis is done! It only shows on subs that haven’t responded. Thanks for the feedback idea!
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Choose who gets the Sub response/message email
I think it would be helpful if you could choose who gets the emails from the subs when the project creator and project contact are different users. I might set up the project for another Project Contact and I would rather not receive the emails.
10 votesYou can now set which of your company users gets these Sub Response/Messages in the Project’s Alerts tab, under “RFI Email Recipient”.
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10 votes
This feature idea has been completed a while ago but we hadn’t marked it as complete. Thanks for your feedback!
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Login Screen - Move Subcontractor Login to Top, GC login bottom
When the subs go to the log in page it has both Users and subs log in on the same page. So i get several calls a day saying their email address is not recognized. That is very similar to how our old system worked, so they are confused.
10 votesThis has been completed! Your Subs will now see their login area on top to avoid any confusion some were having. GC’s login is underneath. It might take your company users some getting used to, but at least now all your subs will login easier!
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Show Which Projects an Individual Trade Submitted Quotations.
In the Contact Options have a column in the Projects tab that shows if the sub has “submitted” a quote next to each project listed. At present, there is a column for “confirmed”, but not if they actually quoted. It would be handy to view when dealing with individual subcontractors.
10 votesThis feature is actually already available. Just make sure you have “Bid Rcvd” as “Show” in your Admin> System Preferences, Bidder List Preferences and you will see in a Sub’s record which projects you have received a proposal on.
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Set bidders list to sort by CSI trade code by default
Currently the list is set to sort alphabetically by business name and I appreciate the ability to sort as we want, but most often we organize and manage our bidder list according to CSI code. As it is currently, we sort by CSI when we first open the Master Bid List page but everytime we return (which is quite often and it is not an option on the "quick button" tool bar at the bottom of the screen) we have to re-sort and then if we decide to print the bid list, we have to re-sort again after selecting "print".…
9 votesWe just finished adding the feature you requested or voted for! Here is how to set your default sort of your Master Bid List to be by Trade Code instead of by Company:
Go to:
- "Your Profile and Settings" (lower left)
- User Profile
- User Preferences (upper middle)
- Scroll near the bottom and change the Master Bid List Sort to "Trade Code".
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Export a single contact's information to outlook or other email platforms.
Provide a way to export a single contact's information to outlook or other email platforms.
9 votesGood news! We recently added this feature that you voted for.
You can now download a V-Card of a contact in Pipeline, directly from a Bidders List on a project, or from the subcontractor/company's Contacts tab. Click the little bubble to the left of the contact name.
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Premium Sub/Supplier Database Updating Assistance
Add a premium option where pipeline contacts and updates companies with kickback/un-deliverable emails.
9 votesWe now offer a premium service to update your bad emails for you. Contact support@pipelinesuite.com for more details!
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Download All Bids into One Zip File
Add a button to download a zip file of all bids uploaded by subs categorized by CSI Trade. Zip each CSI trade's bids into its own zip file labeled by CSI Code, and then zip up each of those into one master zip file for download.
9 votes -
The ability to delete a note in a contact.
I would like the ability to delete a note in a contact. currently you an only edit and erase the text, but would like to have it go away.
9 votesUsers can now delete a note in a contact’s record. If there was a blank note inadvertently created in the past, users will be able to clean those up by deleting them. There will be a clickable line allowing user to open the blank note and then delete. Users won’t be able to create a blank note any more. Now the system prompts the user to add a note or go back if they inadvertently click the Add Note button.
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Increase the size of the Scope box and "add a notice" text box.
The current size is too small.
8 votesYou can now expand Scope, Plans, Other Info, and Notice Description text entry boxes!
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Submitting a Pre-Qualification online
When a subcontractor completes a Pre-Qualification online they may not be able to complete everything at one time. There needs to be a save button to allow them to go back into the form later and not have to re-enter everything and I'm being told if they hit the enter key on keyboard it submits the form and it's not complete and have to start all over. Have a SUBMIT key that they have to click only when they are complete & ready to submit their pre-qual.
8 votesThis was a feature you created or voted on, that was completed recently. Subs can now save forms and come back and finish later.
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Make View OPR larger/more obvious (highlight in blue) Click Here (arrow) View Online Planroom Portal
Is there a way to make View Online Planroom Portal larger? More obvious?
For Example: Click Here (arrow) View Online Planroom Portal
Highlight in Blue
8 votesNew big blue button has been added to Bid Invites, thanks to you feedback!
Thanks for the idea! (this was added in November 2019) -
Add a second Bid Date date field. One for GC Bid Date, and the second for Subcontractor Bids Due.
Add a second date field under Bid Date. Change the first field heading to "Sub Bids Due" (no need to change the wording on the invitation), and the second one "GC Bid Date" and time. Next to or under the GC Bid Date have a check box [ ] Show on my Bid Calendar. (Show the GC Bid Date in a different color). You can either leave GC Bid Date blank or have it default to the same date as Sub Bid Date if user doesn't fill it in.
8 votesThe first implementation of this has been added. You can now specify a Sub and a GC bid date. There is no checkbox on the form. Please note all projects will need to be updated to reflect this change if you send the project out again.
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Modify Trades of Multiple Companies.
Make it easier to modify trades of a company or many companies - there are too many steps to accomplish this task right now for one company and is very time consuming to change or update many companies.
7 votesYou can now assign multiple companues to a Trade (or Group).
Go to:
Companies> Mass Assign Trades/Groups -
Provide DELETE feature for "Saved Forms" in PreQual
We have accumulated too many SAVED PreQual forms and would like to be able to eliminate most & keep just 2
7 votesYou can now Archive saved/sent forms to move them off the list of Active forms.
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Allow Notices to be Templated/Copied over to a new project
It would be nice to have Notice Templates that i can create and use over and over, similar to the Copy Project or Copy Bid List feature.
7 votesYou can now create Notice Templates and re-use them to save time entering the same ones!
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Project Info Screen: Add Bid time to new Bid Due Date, and Move Bid Times to right of Bid Date
Now that there is a GC Login option in Admin>My Record>User Preferences, there needs to be a bid time for new/second Bid Due Date. Move the bid time pull-down to the right of the Bid Date field (omit the field heading "Bid Time" since it is understood). This way, it looks clean and easy to understand with both bid times to the right of Bid Dates when user wants to input both the sub Bid Date and the GC Bid Date.
7 votesGC Bid Date is now a user preference to Show or Not on the invitation and on the Project info screen. It will default to Not show.
Older projects may need a Bid Date input, so before sending an older project make sure to Preview before sending to make sure it is showing your desired Bid Date and Time.
Now both bid dates have a Bid Time and are working properly, showing on all Project lists and on the Bid Calendar (shows GC Bid Date unless there is none, then it will show the standard (Sub) Bid Date. Next we are working on the user option to show both Bid dates in different colors on your Bid Calendar. -
6 votes
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