Complete a Commitment Contract with DocuSign®
Objective
To complete a purchase order or subcontract with DocuSign®.
Background
After you create a purchase order or subcontract, Procore users with a DocuSign® account can prepare a DocuSign® envelope for the commitment and send it to the appropriate recipient to request a signature. When you successfully send a document out for signature, the status of the commitment changes to 'Out for Signature'.
If you are the recipient of a signature request, you do not need a DocuSign® account. However, if you do have a DocuSign® account and the email address matches the email you use in Procore, a copy of any documents you sign will be saved in your DocuSign® account. After all of the required signatures are collected in DocuSign®, Procore changes the status of the commitment to 'Approved.'
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool
- Additional Information:
- To request signatures using the Procore + DocuSign® integration, you must have an active DocuSign® account. For details, see:
- Once you have signed in to DocuSign® through Procore, you will not need to sign in again.
Steps
Prepare a DocuSign® Envelope for Signature
- Navigate to the project's Commitments tool.
- Under the Contracts tab, locate the purchase order or subcontract. Then click Edit.
- Under General Information, place a mark in the Sign with DocuSign checkbox.
- Complete your data entry as required. See Create a Purchase Order and Create a Subcontract.
- If you want to add line items to the Schedule of Values (SOV), click Create & Enter SOV.
- After completing the required data entry, click Complete with DocuSign.
- If you have not logged into DocuSign® from Procore before, complete the following steps:
- Enter your DocuSign® email address.
- Click Continue.
- Enter your password.
- Click Log In.
After you are logged into DocuSign®, the commitment is automatically added to the DocuSign® envelope, along with any attachments on the commitment.
- Enter your DocuSign® email address.
- Prepare the DocuSign® envelope using these options:
- Add Documents to the Envelope
A PDF of the commitment is automatically uploaded to DocuSign® for you, along with any attachments added to the commitment. If you want to add additional documents to DocuSign® only, click the Upload or Get from Cloud button. - Add Recipients to the Envelope
As the sender, your name and email address are automatically listed as a recipient. - Add Message to All Recipients
Enter an Email Subject and Email Message.
- Add Documents to the Envelope
- Click Next.
- Place any additional fields as desired. The integration automatically places the Signature and Date Signed fields for you.
- When you are ready to send your envelope and documents for signature, click the Send button.
Review and Sign Document(s) in DocuSign®
If you have received a request to sign a document in DocuSign®, follow these steps:
- Go to your Email Inbox.
- Locate the email message from DocuSign® and open it.
- Click the Review Document button.
- In the 'Review and Sign Document(s)' window, do the following:
- Click Start. Click this button to jump to the signature field. If there are multiple signatures to collect, it takes you to the first signature.
- Click Sign. Click this button to add your electronic signature to the page.
- Click Finish. When you have completed all of the required signature fields, click this button to save a copy of the document to your DocuSign® account.
Note
After all electronic signatures have been collected by DocuSign®, Procore automatically updates the commitment as follows:
- Changes the commitment's status to 'Approved.'
- Marks the Executed checkbox to indicate that all of the required sign-offs are complete.
- Updates the Signed Contract Received Date with the completion date.