Complete a Commitment Contract with DocuSign®
Objective
To complete a commitment contract 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.
Things to Consider
- Required User Permission:
- 'Admin' on the project's Commitments tool
- Requirements:
- 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?.
- Prerequisites:
- The Procore + DocuSign Integration must be enabled on the project. See Enable or Disable the DocuSign Integration on a Procore Project.
- Additional Information:
- Once you have signed in to DocuSign through Procore, you will not need to sign in again.
Steps
- Navigate to the project's Commitments tool.
- Click the Summary or Detailed tab.
- Locate the purchase order or subcontract that you want to complete. 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.
- Enter your DocuSign email address.
- 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.
- Upload documents by doing one of the following:
- Upload
- Use a Template
- Get From Cloud
- Click Add Recipients and add who you want to sign the document.
- Click Send to send the document for signature.
- After all parties completed their DocuSign signature, ensure that the following:
- Change the status of the contract in Procore is updated to 'Approved.'
- Place a mark in the Executed checkbox.
- Verify the Signed Contract Received Date is completed.