Approve and Sign a Subcontract
Objective
To approve and sign a subcontract after awarding a winning bid.
Background
Because subcontracts are legally enforceable, collecting the appropriate signatures on the project's subcontracts is recommended. Procore clients can choose between two methods for managing the signature process:
- Wet Signature. If the project team decides to collect physical signatures on their subcontracts, collaborators will use the Steps below.
- Electronic Signature. If the project team decides to collect digital signatures using the the Procore + DocuSign® integration, see Complete a Commitment Contract with DocuSign®.
Things to Consider
- Required User Permission:
- None
- Additional Information:
- This article details steps that are completed outside of Procore.
Important
- If the contract's creator is using the Procore + DocuSign® integration, you may be asked to digitally sign the contract instead of using the steps below. Collaborators who are asked to sign a contract are responsible for confirming the proper signature requirements with the contract's creator.
- To learn about signing a contract with DocuSign®, see Complete a Commitment Contract with DocuSign®.
Prerequisites
- You must be awarded a contract. See Award a Winning Bid and Convert it into a Subcontract.
Steps
- Open the email with the awarded contract for your bid.
- Click View PDF.
- Print out the subcontract and sign it where indicated.
- Scan the document.
- Attach the scanned file to an email message and send it to the responsible party who sent you the initial form.