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Procore

Overview

In Beta
This integration is currently available through a beta program. If you would like to participate in the beta, please reach out to your Procore point of contact.

The Procore Submittals + Bluebeam integration streamlines your submittal review process by allowing you to seamlessly create Bluebeam Studio Sessions from Procore's Submittals tool. This integration enables efficient collaboration on submittal PDFs, combining the power of Procore's workflow management with Bluebeam's robust markup and collaboration capabilities. 

 Note
With the latest update, a Bluebeam Studio Prime license is no longer required for this integration.

Requirements

To access and use the Procore Submittals + Bluebeam integration, you will need the following:

  • Bluebeam Login Credentials: Email address and password of your Bluebeam account.
  • Procore's Submittals Tool: Access to the Submittals tool within your Procore project(s).

Set up the Integration for your Procore Account 

During the Beta phase, the Procore Submittals + Bluebeam integration can only be enabled at the company level in Procore, making it accessible to all projects within your Procore account.

We recommend that you familiarize yourself with the functionality of the integration before requesting access. Once it is enabled, it will be essential to communicate with your project teams and end-users. This will help ensure they understand how to use the integration and follow your company’s best practices.

To join the Beta program and configure the integration for your Procore account, reach out to your Procore point of contact. For the setup process, Procore will need a link to your company-level Procore account home page.

 Note
The Bluebeam application is currently unavailable in the App Management tool at the company level or in the App dropdown menu in your Procore account, as the integration is currently in beta.

Getting Started

To learn about the tasks you can perform, see the topics below: