procore + zipboard integrations for pdf markups

One of the biggest challenges in the AEC industry is the fragmentation of project information across multiple tools. Construction professionals constantly juggle project data, documents, and communication across platforms, leading to inefficiencies, outdated information, and costly errors.

At zipBoard, we understand that Procore is the go-to platform for construction project management, but document reviews can still be time-consuming. That’s why we’re thrilled to introduce the zipBoard + Procore integration—designed to enhance Procore document reviews, simplify Procore PDF markup, and improve Procore file collaboration across stakeholders.

zipBoard helps ensure seamless document review, feedback management, and task tracking within your Procore workflow.

Why Use zipBoard for Procore Document Reviews & PDF Markups?

Even though Procore offers some construction document collaboration features, zipBoard enhances these capabilities by providing an intuitive solution for reviewing PDFs in Procore, task management, and streamlined communication. With zipBoard’s Procore integration for document reviews, you can:

  • Keep project documents and feedback consistent across tools – Ensure that all stakeholders are working with the latest versions of documents, reducing miscommunication and rework during Procore submittal reviews.
  • Eliminate manual transfers of files and feedback between platforms – Save time by automatically syncing construction documents and feedback from Procore to zipBoard, minimizing errors caused by manual updates.
  • Centralize communication and document reviews for improved efficiency – Consolidate project-related discussions, markups, and approvals in one place, eliminating scattered feedback across emails and chat tools.
  • Enhance task management with visual Kanban boards and simplified tracking – Convert feedback into actionable tasks with a clear visual workflow, making it easier to track project progress and resolve issues efficiently.
  • Seamlessly collaborate with internal and external stakeholders – Enable architects, engineers, contractors, and clients to review and provide feedback effortlessly, ensuring alignment across all project phases.
  • Leverage AI-powered features for better organization Automatically generate tags for files and tasks to categorize information, improving searchability and task prioritization.

💡 Rather than replacing Procore, zipBoard complements it by offering a dedicated document collaboration and document review workflow for construction documents.

By using zipBoard for Procore RFI reviews, document markups, and submittal reviews while keeping Procore for project management, your team can achieve the best of both worlds—without disrupting your existing workflows.

How the zipBoard + Procore integration streamlines Procore PDF markups

How to Review & Mark Up PDFs in Procore with zipBoard

When you connect your Procore project to zipBoard:

  1. New documents uploaded to Procore automatically sync to zipBoard.
  2. Users can annotate, review, and provide feedback in zipBoard using Procore’s drawing collaboration workflows.
  3. Feedback and approvals stay organized, helping streamline Procore workflow automation.

What’s Included in the Procore-zipBoard Integration?

  • Easy Document Sync – Automatically bring Procore documents into zipBoard for seamless collaboration.
  • Simple Integration Management – Activate, control, and manage the sync process with just a few clicks.
  • Flexible Project Sync – Choose which Procore projects to connect with zipBoard.
  • Smooth Workflow Integration – The integration fits naturally into your existing process, making it easy to access and use.

How Can Different Procore Users Benefit from the zipBoard + Procore Integration?

  • Streamline communication with owners, architects, and subcontractors.
  • Centralize project-related markups and feedback for improved clarity.
  • Reduce rework by ensuring stakeholders always access the latest version of project documents.

Owners & Developers

  • Gain better visibility into Procore submittal reviews, document approvals, and feedback cycles.
  • Ensure compliance by having a clear record of all markups and changes.
  • Make data-driven decisions with organized and structured collaboration.

Architects & Engineers

  • Sync design documents with contractors and subcontractors in real-time.
  • Maintain version control and keep track of all design changes.
  • Reduce review cycles with easy-to-use annotation and markup tools.

Subcontractors

  • Get real-time access to updated Procore project drawings and submittals.
  • Reduce miscommunication and errors due to outdated documents.
  • Provide feedback and clarify design intent without delays.

Get Started with the Procore + zipBoard Integration

What’s Next for the Procore-zipBoard Integration?

We’re committed to continuously improving our integrations! Here’s what’s coming soon:

  • Two-Way Sync: Future updates will allow document changes to sync both ways between zipBoard and Procore.
  • Enhanced Integration Portal: A more streamlined activation and management experience.
  • Organization-Level Functionality: More flexible options for managing integrations across multiple projects.

How Do I Review PDFs in Procore with zipBoard

Currently, the integration supports syncing new documents. Syncing existing documents is planned for a future update.

Yes, you need a Procore account and the necessary permissions to connect your projects to zipBoard.

You can enable the integration in zipBoard’s settings by selecting the Procore sync option and choosing the projects you want to sync. Learn more here →

Currently, annotations and feedback remain in zipBoard.

No, the Procore integration is included in zipBoard’s Agency and Enterprise Plans. Learn more here →

The Procore + zipBoard integration is here to help you work smarter, reduce errors, and streamline collaboration. Try it today and experience a more connected construction document review process!

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