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Procore

Do I need a DocuSign© account?

Answer

The answer to this question depends on whether you will be using the Procore + DocuSign© integration to request signatures or sign documents. 

If you will be requesting signatures

Yes. If your Procore project has the Procore + DocuSign© integration turned ON (see Enable the DocuSign© Integration), you will need to:

  • Have an active DocuSign© account with a paid subscription for DocuSign©.
  • Link your DocuSign© account to Procore. This will allow you to prepare a DocuSign© envelope and request signatures on Procore documents.

For more information about a DocuSign© account and the Procore integration, please visit the DocuSign© page on the Procore App Marketplace and see the link under 'Integration Requirements.'

If you are signing documents

No. If a Procore user sends you a request to sign a document in DocuSign©, you do not need a DocuSign© account. However, you will need to review the document and agree to your use of your electronic signature. To learn more about signing a document, see the Sign Documents category on the  DocuSign© Support Site. 

See Also