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Procore

Create a Commitment Change Order (CCO) with DocuSign®

Objective

To create a Commitment Change Order (CCO) 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 appropriate tool for your environment:
  2. Click Create a Commitment Change Order by following the appropriate steps described in:
  3. Place a mark in the Sign with DocuSign checkbox.


     
  4. When your CCO is ready, click Complete with DocuSign.


     
  5. If you have not logged into DocuSign from Procore before, complete these login steps:
    1. Enter the email address for your DocuSign account.


       
    2. Click Continue.
    3. Enter your password.
    4. Click Log In.
  6. 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. 
  7. Upload documents by doing one of the following:
    1. Upload
    2. Use a Template
    3. Get From Cloud
  8. 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.


     
  9. 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.

 

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.