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Procore

Complete a Commitment Contract with DocuSign®

Objective

To initiate the signature process for a Procore purchase order or subcontract with DocuSign®.

Background

If you have a DocuSign® account, you are able to track the status of a signed document in Procore. You can receive, review, and return their signed contracts online, at any time and from any Internet-enabled device. 

Things to Consider

Prerequisites

Steps

  1. Navigate to the project's Commitments tool.
  2. Click the Summary or Detailed tab.
  3. Locate the purchase order or subcontract that you want to complete. Then click Edit
  4. Under General Information, place a mark in the Sign with DocuSign checkbox.


     
  5. Complete your data entry as required. See Create a Purchase Order and Create a Subcontract.
  6. If you want to add line items to the Schedule of Values (SOV), click Create & Enter SOV
  7. After completing the required data entry, click Complete with DocuSign


     
  8. If you have not logged into DocuSign® from Procore before, complete the following steps:
    1. Enter your DocuSign® email address.

    2. Click Continue.
    3. Enter your password.
    4. Click Log In
  9. Once you are in DocuSign®, Procore's contract PDF will pre-populate as a document in DocuSign®, or you can choose to add your own document.
  10. Upload documents by doing one of the following:
    • Upload
    • Use a Template
    • Get From Cloud
  11. Click Add Recipients and add who you want to sign the document.

  12. Click Send to send the document out for signature. 



     
  13. After all of the named parties complete their DocuSign® signature(s), Procore automatically updates the commitment as follows:
    • Changes the commitment's status to 'Approved.'
    • Marks the Executed checkbox to indicate that all of the required sign-offs are complete.
    • Updates the Signed Contract Received Date with the completion date.

 

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.