Which Procore project tools support the DocuSign® integration?
Answer
The Procore + DocuSign® integration is available in numerous Procore project tools.
Supported Procore Tools
The following project tools allow you to request signatures on Procore items when the Procore + DocuSign® integration is enabled. See How do I enable the DocuSign® Integration?
| Project Tools | Collect signatures for these Procore items… | You can gain access to DocuSign® when performing this task… |
|---|---|---|
| Change Orders | Commitment Change Orders |
Note: Change orders are created in each item's corresponding Procore Project Tool. |
| Prime Contract Change Orders | ||
| Client Contracts 1 | Client Contracts | |
| Client Contract Change Orders | ||
| Commitments | Purchase Orders | |
| Subcontracts | ||
| Commitment Change Order | ||
| Correspondence | Correspondence Items | |
| Documents |
Documents |
|
| Funding 2 | Fundings | |
| Funding Invoices These are your upstream invoices |
||
| Invoicing | Owner Invoices These are your upstream invoices |
|
| Subcontractor Invoices These are your downstream invoices |
||
| Progress Billings 2 | GC/Client Invoices These are your downstream invoices |
|
| Subcontractor Invoices These are your downstream invoices |
||
| Prime Contracts | Prime Contracts | |
| Prime Contract Change Orders | ||
| Owner Invoices These are your upstream invoices |
1 The Client Contracts and Progress Billings tools are available to Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. See What dictionaries and languages are available in the Procore web application?
2 The Funding tool is available to Procore Customers in the United States who have implemented the Procore for Owners point-of-view-dictionary. See What dictionaries and languages are available in the Procore web application?