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!
199 results found
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two word search
have the option to search for two words i.e. Ford & Ontario or Ford & Truck
16 votesYou can now search multiple words when searching for a company or project
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Add a Sub-contractor Pre-qualification automated function
Be able to create a Prequalification form, including entering our own custom questions. Subs that get it via email complete the form online, and saves a copy in their record under their Files tab. The form can also be modified and copied to the GC's website for new subs to sign up, including selecting their trades and Groups. Upon signing up, the GC is sent an email alert to "Accept", which will automatically add them to the database.
15 votesThis function is now accessible live in your new menu option called PreQual.
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Display title and/or department on Company Contacts page
display title and/or department on Company Contacts page
15 votesWe’ve completed this feature idea you added or voted for! You can now see contact’s titles next to them on the Company Contacts tab, as well as on the Popup when you click on Multi-contacts from the Select Bidders> By Trade-Individually screen, or from any View Bidders List.
NOTE: This is available on the new User Interface only, which you can start using by logging in at:
https://app.pipelinesuite.com/login -
Have a header at the top where the divisions are accessible when selecting individual bidders w/o having to scroll up each time
...Or, if that is not possible, include a back to top button always visible in the bottom corner of the page.
15 votesGood news! We recently added this feature you voted for.
When you select bidders By Trade-Individually, you no longer have to scroll back to the top. The row of Divisions now freeze at the top.
Thanks for your feedback and votes!
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Bid File Uploads
From Bidder List By Trade within an active project: When a Subcontractor uploads a bid, we would benefit greatly by being able to change the name of the document (from this view) so we can track bid revisions and submissions from this view. Also, once a bid has been uploaded (either by us or by a subcontractor) we are no longer able to use the shortcut click on this view to upload an additional bid. It would save some time to be able to to upload an additional document from this view. Thank you!
15 votes -
Add a "Bids are due by" line to the main heading of the EMAILED Bid Invitations
Currently, only the Faxed bid invitations have this line in the main heading. With emailed bid invitations, the main heading only contains the job name and location. You have to scroll down to find the "Bid Due" date in small print. This information is critical and should be front and center of the invitation.
15 votesThis has been added. Thanks for spending a minute adding this idea or voting for it. Make sure to use your votes toward another idea to help us prioritize what to improve next!
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In advanced send feature - there should be an option to sort/send by group
Being able to send to a group of subs in a specific project would be beneficial.
14 votesYou can now send an Invitation or Addendum to one or more Groups. From the Preview/Send Invitation or Preview/Send Addendum screen, there is now a “By Group” sending option to the left of “Advanced”. Just check the boxes next to one or more Groups you want to send to. As an example of where this function can be useful is to send to MBE and WBE subs as a separate or second sending batch. The sub would need to be in any one of the Groups to receive the notice (not in all of them).
In order to make room for this new sending option, we deleted the “Declined” sending option since that was rarely, if ever, being used. -
Be able to change the heading "Invitation to Bid".
Would be nice to change the heading "Invitation to Bid" sometimes. Such as "Invitation to Bid - Second Notice" rather than using the Addendum function.
13 votesYou can now change the heading from INVITATION TO BID to whatever you want. Go to Admin>My Record>User Preferences.
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create a way to merge companies & contacts.
Provide a way to combine contacts or companies that have been duplicated by slightly different names or when personnel move from company to company.
13 votesMerge Companies is live! Open a company and you will see the Merge Company button upper right. Then find what company(s) you want to merge into that company.
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Provide a function to copy contacts
When we work with companies that have multiple contacts, we enter each person as a unique contact. It would be more convenient and less error prone to be able to be able to copy a contact record rather than re-entering the company information.
13 votesThis has been added. In a contact, there is now a button to Copy Company, which will copy everything except the contact name, Trades, and Groups.
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Drag and Drop Bids & Files
Once clicked on a company and going to the Bids & Files tab, I think it would be easier instead of having to upload a file to be able to drag and drop it just how it is in the OPR section of pipeline. This process will expedite file downloading not only for myself and other companies but our sub-contractors as well.
13 votes -
12 votes
This feature is done! You can now copy a project, with the option to copy all the files from OPR and the list of bidders. You also have the option to deselect any trades that are not needed on the new/copied project. This is available at:
Projects> Copy Project -
Please enable for multiple contacts to be exported out of pipeline
Please enable for multiple contacts to be exported out of pipeline.
Currently when you export there is only the option for the primary contact to be exported.
12 votesYou can now pull a Custom Report with all Contacts for a Company.
Go to Companies> Reports> Custom Reports.
After selecting which columns of data you want, the next step allows you to change “Contacts visible” to “Show All”.
Next screen shows an Excel icon upper right to export. -
Report of which subs have accessed OPR.
Show a list of subs with a column showing who accessed OPR and on what date.
12 votesYou can now see which subs logged into your plan room on a project by going to Project Options>Bidder Lists>OPR Access Report. The “Last Access” column tells you the last date they logged in.
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Ability to add/change CSI codes to multiple subcontractors in Divisions
CSI codes change from project to project, and many times you have a new, very particular code on a certain project that you want to add to multiple subs. For example, we have an Electrical Division with a CSI code of 16010. We then get a project to bid on where we need to add a new spec section and assign this new spec to all of the existing Electrical Bidders. Currently there is no easy way to do this other than by going in to each Electrical Subcontractor and assigning this new section to them. Providing the ability to…
12 votesYou can now do this in Companies> Mass Assign Trades (Chose a trade, then check boxes next to companies you want to mass assign to that trade).
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Add "Invitation to Bid" verbiage to email subject
Add "Invitation to Bid" in front of the project name in the email subject line. Seems to get more attention from bidders than just the project name. Even "ITB" may be sufficient.
12 votesThis is done! The setting is at Admin> My Record> User Preferences: Add Invitation Title in Email Subject
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Add Report in Companies for Missing Trades
Add a report for vendors with missing trades (similar to missing emails, phone, etc).
12 votesYou can now create this Report using the new Custom Reports feature! Go to Companies> Reports
1. Create Report
2. Name your report and Select the Columns data you want to see (ie. Company may be all you need)
3. Create a filter from the pull-down list…. select Company: Trades, then change “Within” to “Is Empty”
4. Click “Add Filter” and then “Save & Preview”. -
Allow new subs to come to GC's company website and add themselves as a vendor.
After subs fill out their info on GC's website, which will send an email alert to the company admin to "Accept" or "Deny" the sub into the GC's pipelineRFQ database.
11 votesYou can now add a form to your website that allows you to direct subs to add themselves (upon your final approval). We will set up the form for you and work with your website developer to help. Email support@pipelinesuite.com for help in setting this up.
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GC Bid Date as User Setting Preference
Let user choose to show or not show GC Bid Date on Invitations. Put it in Admin>My Record>User Preferences. Add a "Show GC Bid Date on Invite" and default it to "No".
11 votesThis is completed. If you want GC Bid Date to show up on your invite, go to Admin>My Record>User Preferences and change the setting to “Yes”. NOTE: Currently your Bid Calendar is displaying the GC Bid Date. Soon you will be able to also show Sub Bids Due date in a different color. We are also adding Sub Bids Due Time.
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When subs update their info, let me click an "Allow" button to automatically make the change.
When a sub updates their own info, send email alert to GC with an "Allow" button . GC can review the change and click "Allow" to automatically change their info instead of having to retype it.
11 votesWhen subs Update their info, there is now an “Accept Changes” button in the email alert you get. When clicked, the changes now update automatically. You no longer have to open up the contact and make the changes.
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