Skip to main content

Update and Set Up DocuSign on a Subcontractor Invoice


To update and set up DocuSign on the invoice.


If you have a DocuSign account, you are able to track the status of a signed document in Procore. 

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.  
    • The invoice must have a status of Approved, Approved as Noted, or Pending Owner Approval. 


  1. Navigate to the project's Invoicing tool.
  2. Under the Subcontractor sub-tab, click a link in the Invoice Status column to select the invoice for which you want to update and set up DocuSign.
  3. Click the Edit button.
  4. Click the Update & Set Up DocuSign button.
  5. 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
  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:
    • Upload
    • Use a Template
    • 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.

Bulk Send invoices to DocuSign

  1. Navigate to the project's Invoicing tool.
  2. Under the Subcontractor sub-tab, mark the checkbox next to the invoices you want to send to DocuSign.
  3. Click the Send to DocuSign button.
    Note: This option is not available if you have selected invoices tied to contracts without invoice contacts and if you have already sent the invoices to DocuSign. 

See Also

If you would like to learn more about Procore’s invoice management software and how it can help your business, please visit our construction invoice management software product page here.


  • Was this article helpful?