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Procore

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
Invoicing Owner Invoices
  Subcontractor Invoices
Progress Billings 2 GC/Client Invoices
  Subcontractor Invoices
Prime Contracts Prime Contracts
  Prime Contract Change Orders
  Owner 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? 

See Also