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!
261 results found
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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 -
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 -
Microsoft 365 SharePoint Integration
Pull documents into a Pipeline Project via SharePoint
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 -
5 votes
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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 -
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 -
deactivate a user
I de-activate a user and dont see how i can re-activate. please advise. thanks
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 -
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?
5 votes -
4 votes
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Bidders List -
Give an option for the bidders list to be printed in "portrait" orientation, rather than just "landscape" orientation. In lanscape, when entire list is printed double-sided, following the pages is confusing. In portrait, double-sided printing would read just like a book would.
4 votes -
allow guest linking
Create a link to a project to allow a guest to view. This would be useful for sharing one-time access to project documents with someone who you do not need set up in your system permanently.
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 -
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 -
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 -
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 -
4 votes
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