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Set up favorites by role

We have the ability to set up roles or user types in the settings. It would be helpful for us, as admins, to be able to set up a default list of favorites for each role so that they immediately have access to the shortcuts they will use from day 1.
Dario Tomic over 1 year ago in Favorites / User Security Roles 0 Future consideration

New Wizard to notify external team members about Drawing and Specification Revisions using the Journals feature

Wizard Steps: Enter Email Subject and select Journal Type (eg. Drawing Rev Notification) Select one or more drawing files (eg. PDFs) Select one or more specification files (eg. PDFs) Select one or more recipients using Lead Directory, ITB Director...
Norman Wendl over 1 year ago in Alerts and Calendars / Drawings / Lead Directory / Notifications / Project Directory / Specifications 0 Future consideration

Add to the available docusign tags

Docusign tags available for custom report templates are limited to Signature, Date, and Initial. The person's name and position have to use a, regular static Sage tag. Often the person signing a subcontract is not the primary contact for the compa...
Marc Macialek over 1 year ago in Detail Report Templates / eSign (including DocuSign) 0 Future consideration

Add a messaging application for internal project use

Instead of having to use external messaging applications (imessage, WhatsApp, Slack, etc) have an internal messaging app so the communication stays within the system and can be referenced in future if required.
Guest about 1 year ago in Journals / New Product Integration / UI User Interface Enhancements 2 Future consideration

Add ability to view esign file on mobile

On the mobile app under linked files you only see the original document, you do not see the version that has been signed through docusign
Jack Speshock about 1 year ago in eSign (including DocuSign) / Mobile - Android / Mobile - Apple 0 Future consideration

Ability to add miscellaneous files to the file folders

Add a feature to store and share project-related files such as signed POs, contracts, subcontracts, etc. At the moment, we don't have any way of creating file folders. Use case: where do I keep signed contracts that was scanned and sent to me by o...
Guest 9 months ago in Document Viewer / Linked Files (Projects) 1 Future consideration

RFP - Option to Email vendor won/lost status

Create an action that sends out an email informing vendors their bid has been selected or not selected as the awarded bid.
Jack Speshock about 1 year ago in Alerts and Calendars / RFP for Estimating / RFP for Procurement 0 Future consideration

Be More Like ProCore

The industry standard is ProCore and the majority of GC's, subs, vendors use it and it assists to create a database of those contacts that is searchable by anyone. https://www.procore.com/network/us/
Guest over 1 year ago in Other 0 Future consideration

Add an action of SEND TO ERP

There are MANY times when the "workflow" has been approved, but then we send a subcontract, PO, Bill, Invoice, etc. for eSignature and we get a request for revisions or corrections. If the workflow was already approved, the item automatically send...
Saraya Kingsley 5 months ago in Contracts and Procurement Workflow / eSign (including DocuSign) 0 Future consideration

Would be nice if we have an option to send email directly from sage when payment is release to the subcontractor

No description provided
Guest over 1 year ago in Lien Waiver / New Email Features & Email Browsing / Subcontract Invoices 0 Future consideration