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Procore

Create a Prime Contract Change Order (PCCO) with DocuSign®

Objective

To create a Prime Contract Change Order (PCCO) 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).

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Prime Contracts tool.
  • Requirements:
  • Prerequisites:
  • Additional Information:
    • Once you have signed in to DocuSign© through Procore, you will not need to sign in again.  
  • For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide  
    • Integration by Procore: Viewpoint® Spectrum®
      • COMING SOON This functionality is coming soon. To sync data:
        • The Date field on a PCCO is required.
        • The Billing Item Code on a PCCO must be 10 characters or less.
    • Integration by Ryvit: Viewpoint® Vista™
      • This functionality is coming soon.
    • 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.

Steps

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

  1. Navigate to the project's Prime Contracts 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).
  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 PCCO from a Change Event.
  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).
  7. Complete Steps #5-10 above.

See Also