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Procore

Complete Subcontractor Invoices with DocuSign

Objective

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

Background

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 a subcontractor 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 Technologies, you can then use DocuSign to add document(s) to an envelope, add recipients, and send it out for signature. 

Things to Consider

Steps

You have two options for sending subcontractor invoices to DocuSign:

Complete a Single Subcontractor Invoice with DocuSign

  1. Navigate to the project's Commitments tool.
  2. Click Billings.
  3. Click Subcontractor
  4. Click the desired Commitment link to open it. 
  5. Click Edit.
  6. If you are ready to sign the contract with DocuSign, click Complete with DocuSign.
  7. If you have NOT logged in to DocuSign, you will be prompted to log in to your account as follows:

    login-docusign.png
     
    1. Enter your DocuSign email address in the Email Address box. 
    2. Click Continue.
    3. Enter your DocuSign password in the Password box.
    4. Click Log In
    5. 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. 
  8. After the DocuSign page loads, you have these options:
    1. Remove a document:
      The integration automatically displays any documents that have uploaded to the invoice in Procore. To remove a document, hover your mouse cursor over the Delete icon (illustrated below) and then click the icon. 

      docusign-delete-from-envelope.png

      Notes:
      • For other options, click the vertical ellipsis vertical-ellipsis.pngand select the desired option from the menu.
      • To learn more about the other options, 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. 
        OR
      • Click Get From Cloud to add documents from a third-party cloud host. 
    3. Add recipients to the envelope:
      1. Click Add Recipient to add a new recipient. 
        Note: 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. 
      2. Choose one of these options: Needs to Sign, Receives a Copy, or Needs to View
        Notes:
        • For other options, click the More link. 
        • To learn more about the other options, click the Question Mark (?) icon to view the DocuSign support documentation.
  9. Click Next to review the documents in DocuSign.
  10. When you are ready to send the document(s) in your envelope to the named recipients, click Send.

Send Multiple Subcontractor Invoices to DocuSign

  1. Navigate to the project's Commitments tool.
  2. Click the Billings tab. 
  3. Mark the boxes next to the invoices you want to bulk send to DocuSign. 
  4. Click Send to DocuSign above the listed invoices. 
    send-invoices-to-docusign.png
    The invoices are sent to DocuSign and you will see a banner at the top of the page.
    Note: Each invoice will be sent only to the Invoice Contact(s) listed for signature, and adjustments within DocuSign (for example, adding signers, selecting templates, and so on.) are not available when sending to DocuSign in bulk. If these DocuSign configurations are required, send each invoice one-by-one. See Update and Set Up DocuSign on a Subcontractor Invoice.
    compile-invoice-backups-successful.png

See Also

 

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