Correspondence

Often we'll get submittals from a subcontractor that might include any combination of: Shop Drawings, Product Data, Color Selection Charts, Calculations, MSDS and rather than submit each as an individual submittal (or choose one singular type) we ...

Architects can edit responses and eliminate the previous history of the first response issued. Can not track appropriately when responses are received if they can be changed at a later date. This is dangerous because if we go off the original resp...

Currently the originator on the correspondence features will only get and email that a respondent has entered in a response if that respondent is an external contact. When the respondent is an employee in the system and they add a response, not em...

Most softwares, like procore and expedition, have the capability to generate submittal logs from a spec book, sage should have this too. In sage's case, we should be able to upload the spec book and the software should generate submittal packages ...

I brought this up before but just want to emphasize this one as a quality of life feature. With the submittal import not accepting respondents and due dates to be mass imported, I've spent way too much time adding due dates to each submittal. Plea...

After consultants respond to RFI's and if there is a change to the drawings as a result, there should be a way to document that. This is similar to competitor software as and is usually referred to as "Instructions". The net result of this should ...

The submittal module lacks the abillity to add new text boxes or fields to include additional information. Currently we use Smartsheet as our Submittal/Procurement log and track submittal status and procurment status on one sheet. There needs to b...

Workflow templates - for submittals the ability to create and apply custom project specific workflow templates to submittals would also save alot of time. Being able to create several templates for civil, structural, architect & MEP reviews w...

Being able to open, for example, a submittal package and having it open in a new tab by CTRL + clicking would be very useful for multitasking and organizational purposes. Currently after clicking on a submittal, you can only press the back button ...

Would like to see more options to filter by subcontractor, ball in court, or Originator