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Procore

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

  • Required User Permission:
    • 'Admin' level permission on the project's Commitments 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?" in the See Also section below.
  • Prerequisites:
    • The Procore + DocuSign Integration must be enabled on the project. See "Enable the DocuSign Integration" in the See Also section below.
  • Additional Information:
    • Once you have signed in to DocuSign through Procore, you will not need to sign in again.  

Steps

  1. Navigate to the project's Commitments tool.
  2. Click Create Subcontract or Create Purchase Order.
  3. Under General Information, place a mark in the Sign with DocuSign checkbox.


     
  4. Complete your data entry as required. See Create a Purchase Order and Create a Subcontract.
  5. If you want to add line items to the Schedule of Values (SOV), click Create & Enter SOV
  6. After completing the required data entry, click Complete with DocuSign


     
  7. 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
  8. 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.
  9. Upload documents by doing one of the following:
    • Upload
    • Use a Template
    • Get From Cloud
  10. Click Add Recipients and add who you want to sign the document.

  11. Click Send to send the document for signature. 



     
  12. After all parties completed their DocuSign signature, ensure that the following: 
    • Change the status of the contract in Procore is updated to 'Approved.'
    • Place a mark in the Executed checkbox.
    • Verify the Signed Contract Received Date is completed.

See Also

 

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