Bulk Send Subcontractor Invoices to DocuSign® from the Progress Billings Tool

Objective

To send subcontractor invoices out for signature with DocuSign® from the Progress Billings tool.

Background

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

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Commitments tool

     Notes

    • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding, or Prime Contracts tool. Procore tool names vary, depending on the point-of-view dictionary configured in Procore. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?
    • If you are a collaborator (for example, an invoice contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
      • A Procore User account.
      • Access permissions to the project's Commitments and/or Client Contracts, Funding, or Prime Contracts tool.
      • Membership on the 'Private' list of a specific contract or funding
      • Designated as an 'Invoice Contact' on the contract or funding.
• Additional Information:
  • Once you have logged in to your DocuSign®  through Procore, you will not need to sign in again.  
  • To complete the steps below, the subcontractor invoice must be in Approved, Approved as Noted, or Pending Owner Approval status.

Prerequisites

• The signature initiator in Procore must have an active DocuSign® account. See How do I get a DocuSign® account? and Do project owners and subcontractors need a DocuSign® account?
• Enable the DocuSign® Integration on a Project
• Create an Invoice on Behalf of a Subcontractor

Steps

1. Navigate to the project's Progress Billings tool.
2. Click the Subcontractor tab.
3. Mark the checkboxes next to the invoices to bulk send to DocuSign® . 
4. Click Send to DocuSign®. 

    Note

   If the Send to DocuSign® button is grayed out and unavailable, hover your mouse cursor over the button. A tooltip appears to inform you of the reason. Typically, it is because the purchase order or subcontract does not have an 'Invoice Contact' assigned to it. See Add Invoice Contacts to a Purchase Order or Subcontract.
   
   
   The selected invoices are sent to DocuSign®. You will see a success banner at the top of the page when complete.

    Notes

   • When sending invoices in bulk, the DocuSign®  integration only sends invoices to the individuals listed as 'Invoice Contact(s)' on the contract in Procore.
   • Some DocuSign®  features are NOT available when using the bulk send option. For example, adding or removing documents, adding recipients, and so on.
   • To use the unavailable DocuSign®  features, follow the steps in Complete Subcontractor Invoices with DocuSign®.
   
   

See Also

• DocuSign®