To provide you with examples illustrating how you can work with the Custom Solutions Team to add custom forms to the Procore web application.
A custom form is a Portable Document Format (PDF) file that can be tailored to support a variety of requests. The Custom Solutions Team can help you modify specific, single-item PDF exports. The examples below detail the most common customizations requested:
Note: Custom forms do have some limitations. To learn about those, see What are the limitations of custom forms?
The Custom Solutions Team can work with you to create custom forms in the Procore tools listed below.
Tool Name | Custom Forms can be created for these items: |
---|---|
Change Events | ![]() Change Events |
Variations | ![]() Commitment Potential Variations Commitment Variation Requests Commitment Variations Head Contract Potential Variations Head Contract Variation Requests Head Contract Variations |
Commitments (Purchase Orders & Subcontracts) | ![]() Commitments |
Correspondence | ![]() |
Custom Tools | ![]() |
Progress Claims | ![]() Subcontractor Progress Claims Owner Progress Claim (Summary Page Only) |
Head Contracts | ![]() Head Contracts |
Procore Pay | ![]() Lien Waivers |
Submittals | ![]() Submittal Items |