Procore

Set Up Procore - Step 1: Create a Project Permissions Template
This article is intended for Accounting Users / Administrators.   This article will help you prepare your Procore instance for QuoteToMe integration. ...
Wed, 19 Feb, 2025 at 5:13 PM
Set Up Procore - Step 2: Install the QuoteToMe app in Procore
This article is intended for Accounting Users / Administrators.    This article will guide you through installing our QuoteToMe app integration within...
Wed, 19 Feb, 2025 at 5:12 PM
How to Add a New Project in Procore
This article is intended for Accounting Users / Administrators.    This article will guide you through adding a new project to Procore. Requirements: ...
Fri, 5 Aug, 2022 at 8:40 AM
Procore Integration Configuration Options
This article is intended for Accounting Users / Administrators.    Your QuoteToMe Customer Success representative will work with you to configure your acc...
Wed, 26 Feb, 2025 at 11:03 AM
Add a Vendor to a Project in Procore
This article is intended for Accounting Users / Administrators who have access to Procore.   This article will guide you through adding a vendor to a proj...
Tue, 25 Feb, 2025 at 4:21 PM
Troubleshooting Guide: Can’t Find Your Project in QuoteToMe?
If your projects aren’t appearing in QTM, it’s likely due to one (or both) of the following issues: Incorrect Template Assigned Issue: The project lack...
Fri, 24 Jan, 2025 at 9:10 AM