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Procore

Create a Prime Contract Change Order (PCCO) with DocuSign

Objective

To create a Prime Contract Change Order 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.

If you do not have DocuSign enabled, see "Create a PCCO from a Change Event" or "Create a Prime Contract Change Order (PCCO)" in the See Also section below.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Prime Contract 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.  
  • If your company has enabled the ERP Integrations tool, keep these items in mind:

    • QuickBooks
      • PCCO exports are NOT supported.
    • Sage 100 Contractor
      • PCCO exports are NOT supported.
    • Sage 300 CRE:
      • Title. The PCCO title must be 30 characters or less. 
      • Number (#). The PCCO number be five (5) characters or less. 
      • Status. The prime contract must be in the Approved status.
      • Associated Line Item. For each line item that you add to the change order's Schedule of Values (SOV), you may designate one (1) associated line item for each change order line item or the same associated line item for all change order line items.  Note: The Associated Line Item list is only visible and available when the ERP Integrations tool has been configured to work with Sage 300 CRE and the export prime contract change orders capability has been switched on in Procore by your Integration Implementation Specialist.
    • Spectrum:
      • PCCO exports are NOT supported.
    • Viewpoint® Vista™ Integration by Ryvit:
      • PCCO exports are supported.

     

Steps

For 2-tier or 3-tier change orders, or projects not using change events

For 1-tier change orders using change orders

For 2-tier or 3-tier change orders, or projects not using the Change Events tool

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


     
  4. Fill out the related fields. See "Create a Prime Contract Change Order (PCCO" in the See Also section below.
  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 1-tier change orders using the Change Events tool

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

See Also