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Procore

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

Steps

  1. Open the email with the awarded contract for your bid.
  2. Click View PDF.
  3. Print out the subcontract and sign it where indicated.
  4. Scan the document.
  5. Attach the scanned file to an email message and send it to the responsible party who sent you the initial form.

 

If you would like to learn more about Procore’s commitments software and how it can help your business, please visit our construction financials tool product page here.