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.