Coda by Grammarly vs. Procore vs. Sage Estimating

Coda is great to build a place for your users to go to and see information. It is easy to navigate through and the variety of content creation is great. However, it is not always easy to create what you want and there is a lot of playing around and learning. Coda also sometimes misses some functionality which is expected. For example, downloading a list of users that have access to the platform. Being able to send push notifications when a new page has been created etc. Overall it is a good tool to use just be prepared to invest time!

Incentivized

It works great for project management and putting all job-specific documents in one place. We are able to share drawings, submittals, and forms with our customers and subcontractors in a safe and reliable platform. However, getting reporting data is somewhat lacking, so if your business needs advanced options, you might try and find a better product.

Incentivized

Sage Estimating was initially created for the construction industry and many of its current users use it to estimate buildings, but it has adapted quite well for the oil and gas industry. If the user is willing to invest the time and energy to develop and maintain their database, I can see it working for any industry. It is very easy to adjust and adapt the database as estimating methods and project designs change. As an example, our accounting department sometimes changes the way projects are reporting in our accounting software. Because I can go through our 9000 line item database in a couple of days, I am always ahead of the curve and can report my estimates in the format they require.

Incentivized

• Flexibility. It's easy to get started on a small scale, but add more complex organization strategies as needed.
• Integrations. It's simple to ingest data from sources like Zapier for time-saving automations.
• Useful components. View table data across different formats like cards or custom detail views.

Incentivized

• Does well Emailing me (If i am subscribed to a project) to let me know when revisions have been updated.
• Easy to navigate
• Great at Allowing me as a project Engineer to Upload my drawings to Procore. Not a lot of steps, and very easy to do.

Incentivized

• Same format Spreadsheet
• Ability to adjust by percentages
• Ability to separate phases into categories

Incentivized

• It takes getting used to in terms of how the formulas per column is implemented, in contrast to how we build tables in Excel. For organization/team purchase, it would be worth considering having a training for the core team of users. Right now, we do a lot of self-learning.
• Inability to email charts or image without these objects being hosted on a third party. The community has been great in providing workarounds but it would be much more convenient to be able to have such ability natively.
• APAC Support. I'm based in Malaysia, due to timezone differences, even with a livechat implemented, the support for each step and conversation takes up to 24 hours per response. Having some hours covered in our timezone would greatly improve customer support experience.

Incentivized

• Downloading drawing sets sometimes involves an extra step that holds up the process
• The dashboard is simplistic to the point that I don't feel like I am getting enough information about a specific project from the get-go
• Granting access to a project on Procore is not very straightforward as a consultant- restrictions sometimes cause hold-ups

Incentivized

• The program has a fairly antiquated user interface such that someone working in it may not feel like they are working with advanced software.
• Sage Estimating has absolutely no remote access capability outside running it in a Citrix/RDP environment so users have to be using a fat/full client vs. any hopes of access on a mobile device.

Incentivized

Coda is definitely something that has been proven to drive positive impact in our organization. We have many divisions that can benefit from this that we have yet to explore. It would definitely be worth renewing.

Incentivized

We will undoubtedly renew Procore as it has proven itself to be a means to better track and improve upon our efficiency and communications between job sites and their project managers as well as all other departments. Procore has made an incredible impact on how we, as a company, do our job on all levels; it is one of our most powerful and effective resources.

Incentivized

It is a good product and meets all of our needs

Incentivized

There is a little bit of a learning curve on where to point and click to add in different elements and make edits. But it is still very manageable once you get the hang of it. I do still have some issues with some of my connected pages updating each other when I don't want them to sync. So I'll end up editing one page, and it will make the same edits on another page.

Incentivized

90% of Procore is very intuitive and any user can pick it up and go. There are a few elements, more so on the Financials side that need some prior knowledge of systems in order to understand how and why it functions as it does. Once this is understood, it flows effortlessly

Incentivized

So far in the past year, we haven't had situations that Coda has gone down for us which is great.

Incentivized

If you are working in an area with little to no signal, Procore will still allow you to get in the system and use it fully and will then update once you are at a place with a strong enough signal. Whether it be with wifi or LTE cell phone reception.

Incentivized

We haven't done any integrations - the initial part of our experience we found that for docs with complex formulas, the page tends to load slowly but in recent months, Coda has improved and optimized the loading times in general and we generally don't find any problems in terms of speed anymore.

Incentivized

For the most part Procore is very responsive. However there are times when it's a little slow but it's minimal.

Incentivized

Mainly due to timezone differences. I think Coda's support in general is well implemented and executed. They know their stuff and are helpful. But since I'm not in the same timezone, solution rates are slower for me, and that's not something I prefer. I work in customer service, too, and more often than not, time is important. Shortening the solution time would be a much greater experience.

Incentivized

General Support for Project Management and Financials is consistent. The ERP support is never consistent and I do end up at times in a black hole. I have to continually reach out to get the issue resolved or get an update. The ERP support needs more of Procore's attention

Incentivized

Sage's support of Estimating is adequate though frankly we rarely need it. Outside of more complex operations such as upgrades and installation problems the program itself is so straightforward that we do not usually have any "issues" and questions that are more about usability can easily be answered in online forums. We trust Sage's capability to answer these questions if needed but rarely use it.

Incentivized

Procore's Implementation Team does a great job of ensuring users are confident in using the system. They run through a process of training sessions based on the tools you have purchased, and lay ou ta plan to help the power users configure the tool to suit the company's needs. They provide useful resources for certifications, support and ongoing training as well.

Incentivized

Procore's certification program and focused how-to training videos allowed for easy training that did not feel overwhelming. The way the certification programs were broken up into small parts made it seem much less daunting to complete. The training feels focused and does not overload users with too much information all at once.

Incentivized

I'm relatively inexperienced but this experience is meaningful. It would have been nice to have some guidance from Coda so that we understood more on Coda's purpose and potential.

Incentivized

Iron out your cost code list in your accounting software before you link with Procore. Once the link is established that list is more or less permanent. Review the permission matrix carefully. It controls so much. You want to ensure the information provided to your users adequate but you also want to protect your sensitive data. Procore Financials are organized in a total contract value style. Any markup or Profit will need to be sent somewhere on your budget. This may be significantly different than the Cost budgeting that many contractors do

Incentivized

While all of the products listed have great features and platforms, there was always one thing missing from them that I would need to get from another application. Coda was the first one we used that really combined some of the best parts of those products and allowed us to use it in one place. I also appreciate the flexibility of creating your own framework and workflow, unlike in other tools where you have to follow how they capture data and organize projects.

Incentivized

Procore has a clearer user interface and a wider variety of tools than any program I've used. Procore also lives up to their name in terms of helpful and fast customer service. There is always a Procore rep. that is available to contact, making any problems just a mini hurdle.

For our needs and after completing a valued score card SAGE has always exceeded our min. requirements

Incentivized

I think scalability is definitely good here since it's based on number of doc makers. Implementation into each dept becomes simpler. That being said, due to the nature of our work, we find it easier that we have a "super user" and then a team of other doc makers. This would make the doc creation and management more efficient.

Incentivized

once in awhile Procore is down for a period of time, its frustrating when it happens but doesn't tend to last long.

Incentivized

• Increased insight for all stakeholders involved--both in terms of overview and details
• Better grip on issues and escalations--reduced friction, confusion, and higher clarity on status, next actions, and ownership.
• Reduced time required by those who need to maintain all information. Record (a detail) once and use multiple times.

Incentivized

• The Procore service impacts on construction projects are effective and reliable on production acceleration.
• The collaboration is stable and easy files access and uploading of engineering drawings and plans is excellent.
• New project planning and project financial data management on Procore functions are excellent.

Incentivized

• Manupulation of existing data is very user friendly thanks to "Database Manager".
• A bit pricey

Incentivized