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Procore

Complete Subcontractor Invoices with DocuSign®

 Phased Release
On March 23, 2022, the redesigned subcontractor invoice beta experience was turned ON in all Procore project's using the Commitments and Invoicing tools. To give you time to preview the design changes, Procore is providing users with the option to switch between the new and legacy experience until October 2022. After October 2022, the ability exit out of the new experience will be removed and the legacy experience will no longer be available in Procore. To learn more, see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing.

To learn about DocuSign® support for the new beta experience, see What are the default statuses for downstream invoices? 

Objective

To complete the electronic signature process for a subcontractor invoice using the Procore + DocuSign® integration.

Background

After a project team member or your downstream collaborator creates a subcontractor invoice for a commitment, Procore users with a DocuSign® account can prepare a DocuSign® envelope for the invoice to send to the appropriate recipient(s) to request a signature.

If you are the recipient of a signature request, you do not need a DocuSign® account. However, if you do have a DocuSign® account and the email address matches the email you use in Procore, a copy of any documents you sign will be saved in your DocuSign® account. See Do I need a DocuSign© account?

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.
       Notes
      • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding, or Prime Contracts tool. Procore tool names vary, depending on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
      • If you are a collaborator (for example, an invoice contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
        • A Procore User account.
        • Access permissions to the project's Commitments and/or Client Contracts, Funding, or Prime Contracts tool.
        • Membership on the 'Private' list of a specific contract or funding
        • Designated as an 'Invoice Contact' on the contract or funding.
  •  Additional Information:
    • Once you log 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?
    • To complete the steps below, the invoice must be in Approved, Approved as Noted, or Pending Owner Approval status.

Prerequisites

Steps

Send a Subcontractor Invoice to DocuSign®

This step shows you how to open a subcontractor invoice in Procore. 

  1. Navigate to the project's Commitments tool.
  2. Under the Contracts tab, do the following:
    • In the 'Contracts' table, locate the subcontract that contains the invoice to sign.
    • Click the Number link to open the subcontract.
  3. In the subcontract, click the Invoices tab.
     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
  4. In the Invoices (Requisitions) table, locate the invoice and click View.
  5. Review the invoice and make any edits as needed.
  6. When you are ready to send the invoice to DocuSign©:
    • BETA If you are using the beta subcontractor invoice experience, click Send with DocuSign at the top of the page. 
      sub-invoice-beta-send-with-docusign.png
    • LEGACY If you are using the legacy subcontractor invoice experience, click Update & Set Up DocuSign at the bottom of the page. 

      legacy-sub-invoice-update-set-up-docusign.png

Bulk Send Subcontractor Invoices to DocuSign®

If you have 'Admin' level permissions on the project's Commitments tool, you can also use the project's Invoicing tool to send invoices to DocuSign® in bulk.

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Mark the checkboxes next to the invoices to bulk send to DocuSign®
     Note
    The invoice must be in the Approved, Approved as Noted, or Pending Approval status. See What are the default statuses for Procore invoices?
  4. 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.

    sub-invoice-bulk-send-to-docusign.png

    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®.

    compile-invoice-backups-successful.png

Log in to DocuSign®

If you are NOT logged into your DocuSign® account when you launch the DocuSign® application from Procore:

 Notes
  1. At the DocuSign® Log In page, type your email address in the Email box:

    docusign-login-email.png
     
  2. Click Next
  3. Enter your password. 
  4. Click Log In.

Prepare the DocuSign® Envelope

Once you are logged into the DocuSign®, the 'Upload a Document and Add Envelope Recipient' page appears. Complete these steps:

Add Documents to the Envelope

The following Procore information automatically populates the DocuSign® envelope:

  • A PDF copy of the invoice is automatically added to the 'Add Documents to Envelope' section. 
  • The required signature boxes for each 'Role' on the invoice. For example, the General Contractor or Subcontractor whose contract is affected by the invoice. This includes each users 'Name' and 'Email Address.'  See Add Recipients to the Envelope below. 

You have the option to add other documents as follows:

  1. Optional: If you want to add additional documents to the envelope, choose one of the available options under the 'Add Documents to the Envelope' section:

    docusign-sub-invoice-add-documents-to-the-envelope.png
     Note
    The available options in the 'Add Documents to the Envelope' section are developed and maintained by DocuSign®. To learn how to use DocuSign®, Procore recommends reviewing the content on support.docusign.com
    1. Upload
    2. Use a Template
    3. Get From Cloud

Add Recipients to the Envelope

To add recipients to the envelope:

  1. Under 'Add Recipients to the Envelope', keep the default recipient blocks, their names, and their email addresses. This data is added to the envelope automatically by the Procore+DocuSign® integration. If the data was specified in Procore, the values in the 'Name' and 'Email Address' fields of the recipient blocks correspond to these fields in Procore:
    • Subcontractor. This is the individual designated in the 'Architect/Engineer' field of the commitment associated with the subcontractor invoice. 
    • General Contractor. This the individual who is designated in the 'Primary Contact' field in the Project Directory for the company designated in the 'Contractor'' field of the commitment associated with the subcontractor invoice. 
       Tip
      • Not seeing one of the recipient blocks in DocuSign®? If your company has engaged Procore Custom Solutions to customize your Procore form, tool, or workflow or if your company has implemented one of Procore's language or point-of-view dictionaries, the recipient blocks in your environment may be different. To learn more, see Procore Custom Solutions and What dictionaries and languages are available in the Procore web application?
      • Not seeing a 'Name' or 'Email Address' in a recipient block? If data wasn't entered in one of the required fields before sending the item to DocuSign®, there was no data in Procore to transfer. To resolve this, you can return to Procore, void the DocuSign® envelope, enter the data in the appropriate field, and resend the document to DocuSign®.

      docusign-sub-invoice-add-recipient-to-envelope.png
       Tip
      • Want to add, change, or remove recipients DocuSign®?  The options in the 'Add Recipients to the Envelope' section are developed and maintained by DocuSign®. If you change the recipient information in DocuSign®, keep in mind that any changes made in DocuSign® do NOT update in Procore and can lead to unwanted results. To ensure the integration works as designed, Procore recommends keeping the recipient fields that were added by the integration. To learn how to use DocuSign®, Procore recommends reviewing the content on support.docusign.com

Add a Message to All Recipients

  1. In the 'Message to All Recipients' section, do the following:

    message-to-all-recipients.png
    • Email Subject
      Type a subject line for the outgoing email message. 
    • Email Message
      Type the content of your outgoing email message. 
  2. Click Next

Preview the Signature Fields & Send the Envelope

The next step is to preview the signature fields on the PDF. The signature fields correspond to the roles in Procore. For example, the General Contractor and Subcontractor who are parties to the contract with the invoice.  These fields are automatically added to the DocuSign® envelope by the Procore + DocuSign® integration. 

  1. Scroll to the bottom of the invoice PDF to view the signature fields. An example is pictured below. 

    docusign-sign-invoice.png
     
  2. Keep the existing signature fields. These fields are automatically populated by Procore and keeping them in their default positions ensures the signature workflow for the Procore application functions as expected. 
  3. Optional: Add any 'Standard Fields' to the form as desired.
     Note
    The options in the 'Standard Fields' area are developed and maintained by DocuSign®. To learn how to use DocuSign®, Procore recommends reviewing the content on support.docusign.com
  4. When you are ready to collect the specified signatures, click Send
    DocuSign® sends the envelope to the specified recipients. Recipients can then continue with the Next Step.  After all signatures are collected and applied to the document in DocuSign®, you will need to manually change the status of the invoice to 'Approved' in Procore.  

 

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 icon-external-link.png.