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Create a Potential Change Order (PCO) with DocuSign


To create a prime potential change order with DocuSign.


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.

If you do not have DocuSign enabled, see Enable the DocuSign Integration on a Project.

Things to Consider


For projects not using the Change Events tool

  1. Navigate to the project's Prime Contract tool.
  2. Click + Create Potential CO.
  3. Mark the Sign with Docusign checkbox.

  4. Fill out the related fields. See Create a Potential Change Order (PCO).
  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:
    1. Upload
    2. Use a Template
    3. Get From Cloud
  9. 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.

  10. Click Send to send the document for signature. Once the DocuSign workflow is complete, the change order status will change to "Approved." (If Procore Workflow is not being used). 
    Note: You can still manually edit the change order status if necessary

For projects using the Change Events tool

  1. Complete Steps #1-6 in Create a Prime PCO From a Change Event.
  2. Navigate to the change event you created a Prime PCO for.
  3. In the Prime PCO section of that change event, click View next to the Prime PCO you want signed with DocuSign.
  4. Click Edit.
  5. Mark the Sign with Docusign checkbox.
  6. Fill out the related fields. See Create a Potential Change Order (PCO).
  7. Complete Steps #5-10 above.

See Also


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