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Procore

Approve and Sign a Subcontract

Objective

To approve and sign a subcontract after awarding a winning bid. 

Background

Because contracts are legally enforceable, Procore strongly recommends collecting the appropriate signatures. Procore clients can choose between two methods for collecting signatures from the project's collaborators:

  • Wet Signature. If your project team decides to collect physical signatures on your contracts, ask collaborators to follow the Steps below. 
  • Electronic Signature. If your project team decides to collect digital signatures using the Procore + DocuSign® integration, refer collaborators to DocuSign®.

Things to Consider

  • Required User Permissions:
    • 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 DocuSign®.

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 icon-external-link.png.