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Create a Commitment Contract with DocuSign

Objective

To create a commitment contract 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

Steps

  1. Navigate to the project's Commitments tool.
  2. Click Create Subcontract or Create Purchase Order.
  3. Mark the Sign with DocuSign checkbox.

  4. Fill out the related fields. See Create a Purchase Order and Create a Subcontract.
  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:
    • Upload
    • Use a Template
    • Get From Cloud
  9. Click Add Recipients and add who you want to sign the document.

  10. Click Send to send the document for signature.

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Last modified
13:55, 11 May 2017

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