With the DocuSign Integration you can:

Sign documents with trust and confidence using the most secure and widely used eSignature solution

Simplify daily process – track document status and view live documents in Procore

Sign, send and manage documents on any internet-enabled device to move your project forward quickly

Integration Summary

Procore’s integration with DocuSign allows Procore users with a DocuSign account to send, receive, review, and return signed documents online, at any time and from any internet-enabled device. DocuSign can be integrated with multiple Procore products and tools to digitally approve and sign key project documentation:

  • General Documents (core platform tool, project or company-level)
  • Project Financials (Commitments, Purchase Orders and Prime Contracts, Commitment Change Orders and Prime Contract Change Orders)
  • Invoice Management (Owner Invoices and Subcontractor Invoices)
  • Portfolio Financials (Contracts and Change Orders) The DocuSign integration with Invoice Management also offers the ability to execute Electronic Notarial Acts using DocuSign Signature.

    Integration Requirements
    How it Works

    With the Procore | DocuSign integration, you can send your Procore documents into a DocuSign envelope at the click of a button, and view document signature status from within Procore.
    Once the DocuSign integration is enabled on your project, “sign with DocuSign” buttons will appear as options for all supported documents. When you elect to sign with DocuSign, the document will be opened in your DocuSign account where you can set up the envelope and move it through the digital signature workflow. Current document status will be displayed in your Procore account.

    Supported Procore Tools

    DocuSign integrates with a variety of different Procore tools and products, and capabilities depend on which Procore products you have.
    • Project Management, Quality & Safety, BIM, Design Coordination, Field Productivity:
      • Correspondence
      • Documents
    • Project Financials:
      • Documents
      • Prime Contract
      • Prime Contract Change Orders
      • Commitments
      • Commitment Change Orders
    • Invoice Management:
      • Owner Invoices
      • Subcontractor Invoices
    • Portfolio Financials:
      • Contracts
      • Change Orders
    Helpful Links

    Procore Support Article (Project Financials)
    Procore Support Article (Portfolio Financials)
    DocuSign | Procore Get Started

    About DocuSign

    DocuSign is changing how business gets done. DocuSign empowers more than 100,000 companies and more than 50 million users in 188 countries transact anytime, anywhere, on any device with trust and confidence. Docusign's eSignature software and Digital Transaction Management platform enables organizations of every size, industry and geography to accelerate contracts, approvals and workflows. DocuSign keeps life and business moving forward.

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