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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).

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Prime Contract tool
  • Requirements:
  • Prerequisites:
  • Additional Information:
    • Once you have signed in to DocuSign through Procore, you will not need to sign in again.  
    • COMING SOON! If your company has enabled the ERP Integrations tool, the integrated ERP system to which you will export data has the following maximum character limitations:

      • QuickBooks
        • PCCO exports are not supported.
      • Sage 300 CRE:
        • Title. The title must be 30 characters or less. 
        • Number (#). Must be five (5) characters or less. 
        • Status. The PCCO must be in the Approved status.
          Note: Users with 'Admin' level permission on the can change the status of a PCCO as described below or a Designated Reviewer can follow the steps in Review and Approve/Reject Prime Contract Change Orders (PCCO).
      • Spectrum:
        • PCCO exports are not supported.
      • Viewpoint Vista:
        • PCCO exports are not 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).
  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.
  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

 

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