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Procore

Which Procore fields correspond to fields in DocuSign?

Answer

There are a few fields in Procore that correspond to fields in DocuSign, and vice versa. Please read the table below to understand which fields are connected.

 

 

Field in Procore
Corresponding Field in DocuSign
The Invoice Contact field in the Commitments tool. See Create Requisition Invoice Contacts.

invoice-contacts-docusign.png

Subcontractor role(s) in DocuSign with their name and email when a Requisition is sent in DocuSign. There will be 1 Subontractor role created for each Invoice Contact

docusign-sub.png

The Contract Signer field in the Company Directory. See DocuSign: New 'Contract Signer' Field in the Directory Tool.

contractsigner.png
  1. In the Subcontractor role in DocuSign with their name and email when a Commitment or Commitment Change Order is sent to DocuSign
    docusign-sub.png
  2. In the Owner role in DocuSign with their name and email when a Prime Contract, PCCO, or Prime PCO is sent to DocuSign
    owner-docusign.png
     

Signed Date field in a Prime Contract, Commitment, or Change Order (PCCO, CCO, PCO) will be populated once the item has completed the DocuSign process. 

contract-dates-04-18.png

The following sign dates in Procore will be populated:

  • Subcontract: Signed Contract Received Date
  • Purchase Order: Signed Purchase Order Received Date
  • Prime Contract: Signed Contract Received Date
  • Change Orders: Signed Change Order Received Date
Once a Prime Contract, Commitment, or Change Order (PCCO, CCO, PCO) has completed the DocuSign process, the Signed Dates will be auto-populated in Procore. 
The Status field in a Prime Contract, Commitment, or Change Order (PCCO, CCO, PCO) will be updated to approved when the item has completed the DocuSign process. 

status-approved.png
When a Prime Contract, Commitment, or Change Order (PCCO, CCO, or PCO), has completed the Docusign process, the status will be updated to 'Approved' in Procore. 
 
The Executed Checkbox will be updated to be marked once the Prime Contract, Commitment, or Change Order (PCCO, CCO) has completed the DocuSign process. 

executed.png
When a Prime Contract, Commitment, or Change Order (PCCO, CCO, or PCO) has completed the DocuSign process, the Executed checkbox will updated to be marked.
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