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Procore

Complete a Commitment Contract with DocuSign®

 In Beta - Early Access DESIGN

The information on this page has been updated for the early access design release of the new Contracts table in the project's Commitments tool. To learn more about the early access design and its features, see Project Financials: New Contracts List in Commitments & Prime Contracts.

Objective

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

Background

After you create a purchase order or subcontract, Procore users with a DocuSign® account can prepare a DocuSign® envelope for the commitment and send it to the appropriate recipient to request a signature. When you successfully send a document out for signature, the status of the commitment changes to 'Out for Signature'. 

If you are the recipient of a signature request, you do not need a DocuSign® account. However, if you do have a DocuSign® account and the email address matches the email you use in Procore, a copy of any documents you sign will be saved in your DocuSign® account. After all of the required signatures are collected in DocuSign®, Procore changes the status of the commitment to 'Approved.'

Things to Consider

Prerequisites

Steps

Prepare a DocuSign® Envelope for Signature

  1. Navigate to the project's Commitments tool.
  2. Beta Under the Contracts tab, locate the purchase order or subcontract. Then click Edit.
  3. Under General Information, place a mark in the Sign with DocuSign checkbox.


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


     
  7. 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
      After you are logged into DocuSign®, the commitment is automatically added to the DocuSign® envelope.
  8. Prepare the DocuSign® envelope using these options:
     Note
    To learn more about preparing a DocuSign® envelope, visit the  DocuSign® Support Site
    • Add Documents to the Envelope
      Your commitment is automatically uploaded for you. To add additional documents, ​c​​​​​​lick Upload or Get from Cloud.
    • Add Recipients to the Envelope
      As the sender, your name and email address are automatically listed as a recipient. 
    • Add Message to All Recipients
      Enter an Email Subject and Email Message
  9. Click Next
  10. Place any additional fields as desired. The integration automatically places the Signature and Date Signed fields for you.

    docusign-add-fields.png
  11. When you are ready to send your envelope and documents for signature, click the Send button.

Review and Sign Document(s) in DocuSign®

If you have received a request to sign a document in DocuSign®, follow these steps:

  1. Go to your Email Inbox.
  2. Locate the email message from DocuSign® and open it. 
  3. Click the Review Document button. 

    review-document-button.png
     
  4. In the 'Review and Sign Document(s)' window, do the following:
    • Click Start. Click this button to jump to the signature field. If there are multiple signatures to collect, it takes you to the first signature. 
    • Click Sign. Click this button to add your electronic signature to the page. 
    • Click Finish. When you have completed all of the required signature fields, click this button to save a copy of the document to your DocuSign® account. 
 Note

After all electronic signatures have been collected by DocuSign®, 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.