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!
205 results found
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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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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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VCard for subcontractors
Create a VCard for subcontractors that can be in a shareable emailable format.
11 votes -
Sending PreQual Form to Email Address Not in Database
Provide a blank field in the PreQual (Send to Individual) drop down menu so an email address NOT already in the database can be entered.
11 votesYou can now generate a link to a blank form to Company/Contact not in your database. Copy and paste the link to a blank form via the "Send" or "Embed" buttons.
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Allow contacts to be assigned trades.
We have many companies where a different contact person handles different trades (i.e. Joe Smith bids HVAC but Don Smith bids Plumbing). Please allow us to assign a different trade to a specific contact if needed.
11 votesWe launched a feature you requested or voted for! You can now assign Contacts to Trades, so that when selecting bidders, only those contacts assigned to the trade(s) will be invited. Open a Company's Contacts table, then click "All" in the Trades column to assign their trade(s).
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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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Make it more effecient to UPDATE GROUPS on multiple companies
to be able to update groups on multiple companies at once. ie have a list of companies either alphabetically or by trade which shows all of the companies and the list of groups next to it and you can click on multiple boxes at once so you can update all companies quickly. This would be extremly helpful in designating multiple companies by Union or Open Shop/ State of Work/ Prevailing Rate/ ETC. Also it wouldnt hurt to have a delete contact button as well to help in cleaning up the database
10 votesYou can now assign multiple Companies to a Group or Groups.
Companies> Mass Assign Trades/GroupsYou can also do the same with Trades.
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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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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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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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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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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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10 votes
We are marking this idea as “Completed” since you can now quickly add a contact to a project from their Projects tab. First add the contact, then click their Projects tab and “Add Contact to Project”. Make sure to check the star(s) next to the trades you want to invite them to. You can also send the invitation or any notice directly from the same screen!
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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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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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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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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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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 -
Make the header rows static
Keep the header row static so that the column headings are visible as you scroll down the list. This applies to all views.
9 votesWe launched a feature you requested or voted for! When scrolling down long bidder lists, we now freeze the top header row.
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Notices
Can you create a different notice that you can send after the bids are due that would not have the Bid Due Date or have the Will you be Bidding button at the bottom.
8 votesUse the Notice Memo feature, and make sure to uncheck the box "Show Login info?". That will hide the "Will you be bidding? Yes No" buttons.
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