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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!

289 results found

  1. Allow us to send invites and notifications to emails only.

    Since we pay per fax, it sometimes doesn’t make sense to send every addendum notice to all subs every time. I usually wait until closer to the bid date and send a notice for all addendums. If we had the ability to send addendum notices, or any notices, to emails only it would allow us to get this info out earlier without all the extra faxes.

    2 votes
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  2. Automatically send invitations and notices to contacts via fax only if they do not have an email set up or their email was kicked back.

    Since some of our contacts our set up as both email and fax and we pay for faxes, it would be nice to have pipeline automaticly send to contacts (that have both email and fax boxes checked) via email first and only send to contacts via fax if they don't have an email box checked or thier email kicks back in error.

    2 votes
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    1 comment  ·  Admin →
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  3. Pre-Qualification letter in body of e-mail

    Design a way to change the letter in the body of e-mail to sub contractors for the pre-qualification. The current one if very generic and doesn't really explain what they are receiving.

    2 votes
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  4. show data usage by project

    Indicate what projects are using in data space.

    2 votes
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  5. Color code the dashboard projects

    I would like to see all of my sent projects in a different color from my unsent projects and archived projects

    2 votes
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  6. Add a note or color option

    To be able to add a note to a project in calender view
    for example to attach something like" this project has been awarded , is still pending , or was not awarded", but only to be viewed by GC's not subs.

    2 votes
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  7. Add Project Type

    It seems we do a lot of remodel work these days that are part of an expansion as well. I would like to be able to select a Project Type something like "New Build with Remodel" if possible.

    2 votes
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  8. Add a Tax Exempt field

    Add a field for Tax Exempt Project (Yes) (No) to the project summary

    2 votes
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  9. Allow user to change default font and size

    Allow user to change default font and size for Invitations. It seems that subs overlook summary details if the font is not increased in size over default when they read the ITB.

    2 votes
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  10. NOTE BOX to be under Primary Contact Information

    NOTE BOX to be on the same page as Primary Contact Information. Not a TAB. But not for Bidders to see. This would be more useful and would be noticed by my employees when calling bidders..

    2 votes
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  11. Search Bar

    Hi Rick - I have an idea. I would love if the search box below wasn't so key sensitive. For example if I'm one letter off or if I don't put the company's name in exactly the way its spelled it won't search. Just would help in efficiency/time.

    2 votes
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  12. Option to not show what trades we invited sub to in Subcontractor Portal

    Definitely feel you need an option to not show trades Plan Room. You have option not to display on Invite but then they show up in Plan Room. If we have sub with 1 trade listed and they want to bid multiple trades we are unaware of ... don't want them to feel limited. I would never be showing my trades as a standard.

    2 votes
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  13. 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
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    planned  ·  0 comments  ·  Admin →
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  14. Daily Activity Log - Table Format

    Convert the daily activity log into table format.

    2 votes
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  15. Daily Activity Log - Date Range

    Daily activity log in certain date ranges

    2 votes
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  16. 2 votes
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    1 comment  ·  Admin →
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  17. Direct Download/Drag and Drop an Uploaded Subcontractor Bid

    It would be efficient and helpful for a direct download of a bid when a subcontractor uploads a bid to Pipeline or the ability to drag and drop the uploaded bid from Pipeline to your desktop.

    2 votes
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  18. Site visit acknowledgement

    It is good to have / see site visit information.
    It would be very helpful if they were able to advise attendance by selecting a yes or no response; just like when being invited to bid.

    2 votes
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  19. Additional Project Type Options

    Our company does a lot of combination "Addition and Renovation" projects which really doesn't fall within the two current project type choices of "New Construction" and "Remodel / Tenant Improvement". Can we get that as an additional project hype choice in our bid invites?

    2 votes
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  20. RFI Due Date on Project Info Tab

    Could you add RFI Due date on Project Info Tab?

    2 votes
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