Create a Commitment Change Order (CCO) with DocuSign

Objective

To create a commitment change order 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.

If you do not have DocuSign enabled, see Create a CCO from a Change Event or Create a Commitment Change Order (CCO).

Things to Consider

• Required User Permission:
  • 'Admin' level permission on the project's Commitments tool 
    OR
  • 'Admin' level permission on the project's Change Events tool (see Enable the Change Events Tool). 
• Requirements:
  • The signature initiator in Procore must have an active DocuSign account. See How do I get a DocuSign account? and Do owners and subcontractors need a DocuSign account?
• Prerequisites:
  • The Procore + DocuSign Integration must be enabled on the project. See Enable the DocuSign Integration
• Additional Information:
  • Once you have signed in to DocuSign through Procore, you will not need to sign in again. 

Steps

1. For 1-tier change orders, navigate to the project's Change Events tool. (Note: Skip step #2 below. Instead, you will edit the CCO to perform steps #3 and beyond.)
   For 2 or 3-tier change orders, or if you are not using the Change Events tool, navigate to the project's Commitments tool. 
2. Click Create a Commitment Change Order. 
3. Mark the Sign with DocuSign checkbox.
   
   
    
4. Fill out the related fields. See Create a Commitment Change Order (CCO) or Create a CCO From a Change Event.
5. Click Complete with DocuSign at the bottom of the page.
   
   
    
6. 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.
7. 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. 
8. Upload documents by doing one of the following:
   1. Upload
   2. Use a Template
   3. Get From Cloud
9. If you are not using a custom form, DocuSign will pre-populate recipient roles. If you choose to use the pre-populated roles, then DocuSign will pre-place the signing tags in the correct position.
   
   
    
10. Click Send to send the document for signature. Once the DocuSign workflow is complete, the change order status will change to "Approved." (If Procore Workflow is not being used). 
    Note: You can still manually edit the change order status if necessary.