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Complete Subcontractor Invoices with DocuSign®


To complete subcontractor invoices for a project using the Procore + DocuSign® integration. 


If you have a valid DocuSign® account and the Procore + DocuSign® integration has been enabled on your Procore project, you can use the steps below to complete an invoice using DocuSign®. To do this, you will need to know the email address and password for your DocuSign® account. Once you log in and grant the permissions requested by Procore, you can then use DocuSign® to add document(s) to an envelope, add recipients, and send it out for signature. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.
      • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding, or Prime Contracts tool. Procore tool names vary, depending on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
      • If you are a collaborator (for example, an invoice contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
        • A Procore User account.
        • Access permissions to the project's Commitments and/or Client Contracts, Funding, or Prime Contracts tool.
        • Membership on the 'Private' list of a specific contract or funding
        • Designated as an 'Invoice Contact' on the contract or funding.
  •  Additional Information:
    • Once you have logged in to your DocuSign® through Procore, you will not need to sign in again.  
    • To complete the steps below, the invoice must be in Approved, Approved as Noted, or Pending Owner Approval status.
    • To request signatures using the Procore + DocuSign® integration, you must have an active DocuSign® account. For details, see:


You have two options for sending invoices to DocuSign®:

Complete a Single Subcontractor Invoice with DocuSign®

  1. Navigate to the project's Commitments tool.
  2. Under the Contracts tab, do the following:
    • In the 'Contracts' table, locate the subcontract that contains the invoice to sign.
    • Click the Number link to open the subcontract.
  3. In the subcontract, click the Invoices tab.
    You can alternatively access a subcontractor invoice by navigating to the project's Invoicing tool. For instructions, see Complete Subcontractor Invoices with DocuSign®.
  4. Locate the invoice to complete in the Invoices (Requisitions) table and click View.
  5. Review the invoice.
  6. If you are ready to sign the invoice with DocuSign©, click Update & Set Up DocuSign.

    If you have NOT logged in to DocuSign©, you will be prompted to log in to your account as follows:


    1. Enter your DocuSign© email address in the Email Address box.
    2. Click Continue. Enter your DocuSign© password in the Password box.
    3. Click Log In.
    4. Click Accept to accept the required permissions request from Procore Technologies.
      Note: If you click Cancel you will not be able to sign in to DocuSign©
  7. After the DocuSign© page loads, you have these options:
    1. Remove a document:
      The integration automatically displays any documents that were attached to the invoice in Procore. To remove a document, hover your mouse cursor over the Delete icon. 

      • To use other menu options, click the vertical ellipsis  and select an option from the menu.
      • To learn more, click the Question Mark (?) icon to view the DocuSign© support documentation.
    2. Add documents to the envelope:
      If you want to add documents to the DocuSign© envelope, use one or more of these methods:
      • Click the Plus (+) sign or Upload to add documents from your computer. 
      • Click Get From Cloud to add documents from a third-party cloud host. 
    3. Add recipients to the envelope:
      • Click Add Recipient to add a new recipient. 
        Unless your project is using a custom form, the recipient role (for example, general contractor and subcontractor) will populate automatically based on what is entered in Procore. 
      • Choose one of these options: Needs to SignReceives a Copy, or Needs to View
    4. Message to All Recipients:
      If you want to add a message to the recipients:
      • Enter a subject in the Email Subject box. By default, the invoice title appears in this box. 
      • Enter the text of your message. 
  8. Click Next to review the invoice in DocuSign©.
  9. Optional: If you want to see the invoice from the recipient's perspective, click Recipient Preview. The click the Close (x) icon in the top right corner of the page. 
  10. When you are ready to send your DocuSign© envelope to the recipients, click Send.

Send Multiple Subcontractor Invoices to DocuSign®

If you have 'Admin' permission to the Commitments tool, you can also use the project's Invoicing tool to send invoices to DocuSign® in bulk.

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Mark the checkboxes next to the invoices to bulk send to DocuSign® . 
  4. Click Send to DocuSign®
    If the Send to DocuSign® button is grayed out and unavailable, hover your mouse cursor over the button. A tooltip appears to inform you of the reason. Typically, it is because the purchase order or subcontract does not have an 'Invoice Contact' assigned to it. See Add Invoice Contacts to a Purchase Order or Subcontract.

    The selected invoices are sent to DocuSign®. You will see a success banner at the top of the page when complete.
    • When sending invoices in bulk, the DocuSign®  integration only sends invoices to the individuals listed as 'Invoice Contact(s)' on the contract in Procore.
    • Some DocuSign®  features are NOT available when using the bulk send option. For example, adding or removing documents, adding recipients, and so on.
    • To use the unavailable DocuSign®  features, follow the steps in Complete Subcontractor Invoices with DocuSign®.



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 .