Bulk Send Subcontractor Invoices to DocuSign® with the Invoicing Tool

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For Procore Customers in the United States

When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options.

To learn the differences: Show/Hide

This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options.

General Contractors English (United States) - Default	Owners English (Owner Terminology V2)	Specialty Contractors English (Specialty Contractor Terminology)
Invoicing	Invoicing	Progress Billings
Owner	Funding	Owner
Owner/Client	Owner/Client	GC/Client
Prime Contract Change Order	Funding Change Order	Client Contract Change Order
Prime Contracts	Funding	Client Contracts
Revenue	Funding	Revenue
Subcontract	Contract	Subcontract
Subcontractor	Contractor	Subcontractor
Subcontractor Schedule of Values (SSOV)	Contractor Schedule of Values (CSOV)	Subcontractor Schedule of Values (SSOV)

Objective

To send subcontractor invoices to DocuSign® in bulk for signature with the Invoicing tool as an invoice administrator.

Background

If you have a valid DocuSign® account and the Procore + DocuSign® integration is enabled on your Procore project, use the steps below to send your invoices to the DocuSign® application for signature collection in bulk. To do this, you must know the email address and password for your DocuSign® account. Once you log in and grant the Procore the required access permissions, you add document(s) and recipients to the envelope and send it out for signature.

Things to Consider

Required User Permissions
Additional Information:
- You can send subcontractor invoices to DocuSign^® in bulk only with the Invoicing tool.
- Once you sign into your DocuSign^®account from Procore, you will NOT need to sign in again until the login token expires. Once expired, the 'Re-Authentication Required' banner appears in Procore. To learn more, see What do the different DocuSign® banners in Procore mean?
- The subcontractor invoice must be in the Approved, Approved as Noted, or Pending Owner Approval status. See What are the default statuses for Procore invoices?

Prerequisites

Enable the DocuSign® Integration on Your Company's Procore Account
Enable the DocuSign® Integration on a Project
To request signatures using the Procore + DocuSign® integration, you must have an active DocuSign® account. For details, see:
- Do I need a DocuSign© account?
- How do I get a DocuSign® account?
Create a Subcontractor Invoice
- Assign an 'Invoice Contact' to the contract associated with the invoice. See Add Invoice Contacts to a Purchase Order or Subcontract.
- Place the invoice into the Approved, Approved as Noted, or Pending Approval status. See What are the default statuses for Procore invoices?

Steps

Navigate to the project's Invoicing tool.
Click the Subcontractor tab.
Mark the checkboxes next to the invoices to bulk send to DocuSign^®.

Note
To send a subcontractor invoice to DocuSign^®, it must be in one (1) of these statuses: Approved, Approved as Noted, or Pending Owner Approval. See What are the default statuses for Procore invoices?
Click Send to DocuSign^®.

Note
If the Send to DocuSign^® button is grayed out and unavailable, hover your mouse cursor over the button. A tooltip appears to inform you of the reason. Typically, it is because the purchase order or subcontract does not have an 'Invoice Contact' assigned to it. See Add Invoice Contacts to a Purchase Order or Subcontract.

Procore sends the selected invoices to DocuSign^®. A GREEN success banner appears at the top of the page when complete.
Notes
- When sending invoices in bulk, the DocuSign^® integration only sends invoices to the individuals listed as 'Invoice Contact(s)' on the contract in Procore.
- Some DocuSign^® features are NOT available when using the bulk send option. For example, adding or removing documents, adding recipients, and so on.
- To use the unavailable DocuSign^® features, follow the steps in Complete Subcontractor Invoices with DocuSign^®.

Next Step

Sign a Procore Document with DocuSign^®