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Drawings, Specifications & ITBs

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Allow for multiple classification code selection instead of one at a time

Right now adding vendors to ITBs is painstakingly slow. One code at a time? Should be able to drill down to the minor level on all your contacts and select multiple classification codes to choose from your contacts to invite. Reduce the number of ...
Guest about 1 year ago in Estimate Cost Codes (WBS) / ITB (Invitation to Bid) / Job Cost Codes / Project Classifications 0 Future consideration

Uploading videos to an ITB should go under photos rather than drawings.

Please allow photos to take .mov uploads so that we can have videos and photos of the space to be in the same area, rather than needed to upload videos under drawings. This should help keep more similar items grouped.
Guest over 1 year ago in ITB (Invitation to Bid) / Photos 1 Future consideration

Hot links & collaboration- Drawings

Procore users wanting to leave that application want the hot link and zoom to details features that Procore offers as well as the collaboration piece of alerting a user to a note on the drawing.
Sue Parker 11 months ago in Drawings 2 Future consideration

Add Approver/Rejector Name and Date to stamp in drawings

Currently, the stamp in drawings is just a box with text that says "Approved","Rejected", etc. Can we also have it show the details of who approved/rejected as well as a timestamp?
Dario Tomic over 1 year ago in Document Viewer / Drawings 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 12 months ago in Alerts and Calendars / Drawings / Lead Directory / Notifications / Project Directory / Specifications 0 Future consideration

Subcontractor and Supplier Performance Reviews

Ability to document performance reviews for subcontractors and suppliers listed in the Project Directory. This information could also be used as a filter criteria when adding vendors to an ITB.
Norman Wendl 12 months ago in Companies / Compliance / Custom Definable Entry Screens / ITB (Invitation to Bid) 4 Future consideration

Automatically separate drawing PDF into separate sheets with hyperlinked log

Hello. It is important to track changes to each drawing as they may get changed one at a time or several at a time, or all so history and the current version are both accessible. A self-generating log with hyperlinks would be a great accompaniment...
Guest about 1 year ago in Drawings, Specifications & ITBs 0 Future consideration

CC component of ITB function sending you the email with the full CC list.

When bidding for ICAP projects we need proof that the email was actually sent to potentially hundreds of vendors (W/MBE). Having the one email sent to you showing ALL the vendors would be the best proof, and allow us to not have issues when being ...
Guest over 1 year ago in ITB (Invitation to Bid) / Journals 2 Future consideration

New Drawing Log Status Field

Status Drop-down Field: Draft, Published, Unpublished Related Sage CM Security Role Enhancements: Attribute to Edit Drawing Status Attribute to View Unpublished Drawings Related Sage CM TeamLink Portal Security Enhancements: External team members ...
Norman Wendl 12 months ago in Drawings, Specifications & ITBs / Leads 1 Future consideration

Allow RFP Bidders to be added without Contacts

Currently you can only add a company to an RFP if they have a contact associated to their company. I have several clients who are doing bidding outside the system and don't always have the contact info when they are building out RFPs in the system...
Guest 8 months ago in Companies / Contacts / ITB (Invitation to Bid) / RFP for Estimating / Teamlink User Roles 3 Future consideration