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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View and/or Export Personalized Invitation for Specific Sub
I frequently hear from subs that do not receive an Invite despite having the correct email address and trying to re-send over and over (and Pipeline saying it was delivered successfully). It's likely a server issue or going to their junk mail. Still, it would be nice to be able to view their individual Invitation (maybe convert it to PDF) then email it to them directly. Direct emails from me to them have no issue, but from my address through Pipeline there are frequent issues.
5 votesThis feature idea has been completed (in January 2018, so its status should have been changed to “completed”).
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add a bid walk date and time
or add several due dates that you can title yourself
5 votesThis is now done! Activate the “Site Meeting” Date to show on your project info screen at:
Admin> My Record> User Preferences, scroll down and change “Site Meeting Date” to “Show”. -
Add more options to Invite within a certain zip code radius from job site zip code.
We would like more options between 100 miles and 200 miles, such as in 25 mile increments. 125 miles is approximately 2 hours from jobsite, but 200 miles is too far away for many subs.
5 votesThis has been added!
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add the master bidders list to the pencil
fast way to the list of subs i requested bids from
5 votesYou can now do this in our new User Interface! The program will remember the last Bidders List (ie. Master Bid List) so that when you go to the new Project Options for Last Project (gears icon in the left side menu) then View Bidders, you’ll see your last-used Bidders List.
To access the new User Interface, login at https://app.pipelinesuite.com/login
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Add Tab for "Awarded Projects" like the the "Pending Projects" tab.
To access those project quicker.
5 votes -
Spread out the Project ID, Password & Code on the Faxes
On faxes (of any sort, ITBs, Addenda), spread out the Project ID, Password and Code. Althgouth more than 1 page would not be a good idea, maybe separating them on 1 line with more space in between to allow them to be more easily read.
4 votes -
User Setting: Show/Not Show Either or both bid dates on Bid Calendar (Different Colors)
Same idea as user setting preference to Show or Not Show GC Bid Date on Invitation, allow user setting preference to Show or Not Show Sub Bid Date and/or GC Bid Date on their Bid Calendar.
4 votesThis is done!
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4 votes
If a company is in multiple trades in Bidder List, you now see the same note on each trade the company is listed.
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Be able to Print entire database of contacts sorted by Trade.
Currently you can export entire list of contacts into Excel, you can print an entire list alphabetically, and you can print each Division. But would be nice to be able to print all contacts in one list, sorted by CSI code.
4 votesYou can now print your entire list of contacts by trade in one report instead of having to print each Division.
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Drop down boxes
In the OPR screen create drop down boxes for labeling folders.
Drop down boxes would label folder so that I would not have to label thwm again and prevent us from mislabeling or mistyping the folder name.4 votesYou can now right-mouse-click on any folder or file and edit folder labels.
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Tracking Bids Received - Subs that Bail
Add an option for subs that "Bail". If they were a yes and they don't submit a bid add an option for Bids Received to indicate they bailed out in addition to yes & no.
4 votesThis is done! Notice you can also change how far back you want to go (6, 12, 18, 24 months or all), in your Admin> My Record> User Preferences.
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Adding Sub from Contacts
When adding a contact to a project directly from their records can you add a popup or comment that indicates you need to click on the star to add to project.
4 votesThere is a Reminder above the trade, and if user tries to send, it gives a red popup “Not Sent” to alert user to go back and read the reminder to check the star next to a trade.
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Quotes “Rcvd” column on Contact Projects tab
On the Projects tab within a contact, I would like to see the quotes “Rcvd” column that we see within the Project Options/Bidder Lists/Confirmed Yes list. The confirmed column is there but I’d like to see who actually bids and who doesn’t. ~And/Or~ a report added to the Contacts/Reports to record who’s actually bidding.
4 votes -
Customize the Columns you want shown/hidden
Customize and Select which columns you want to be shown/added/hidden on bidder's list, company lists, etc.
Improves ease of access, allows to hide unwanted categories for task at hand, ability to sort companies in the new criteria when otherwise unable.
4 votes -
Print invitations to bid
It would be helpful to be able to print individual invitations to bid to have back-up for MBE Requirements.
4 votesYou can now download a PDF of a Bid Invite (and print if needed).
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Master Bidders List
We need a hot key to get to the masters bidders list! After I have the bidding process going that is where i spend most of my time, adding notes to the bidders.
4 votesWhen you click View Bidders, the system now remembers that is your favorite list and will load it each time (until you choose another list).
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Printing bid lists
When you press the print tab and your list opens up in a different tab, there should be a Print button to use instead of having to go the File tab to print.
3 votesBidders by Trade Print now converts to a PDF that can be saved or printed.
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Be able to export contacts in a pst. file to import updates to Microsoft Outlook
The need to use Outlook as our base email is very important. Private emails, constant communication and other quick email always need to be made. We can't do this in pipeline. As well, everyone in the office needs the contact information and they have no use of pipeline because they are outside of the estimating department.
3 votesFrom View Bidders, click on the Bubble next to a contact to download their v-card to Outlook.
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Upgrade Contact Notes within a Project Bidders List
Be able to add multiple, separate notes for a company on a bidders list, and track who wrote the note and when.
3 votesCompany Notes function on Bidder Lists has been upgraded to allow multiple, separate notes, each tracking who entered the note and when. Option to Hide or Show all notes or individual notes, also edit or delete a note.
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OPR option to access without passwords and codes
It would be nice to have an option to access the opr without a login. Perhaps by just creating a link that subs can click on. Rather than having to send an invite to bid individually on a per sub per person basis, it would be nice to just email a link to a person to access documents.
3 votesThis is done! Thanks for the feedback/idea.
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