Complete Subcontractor Invoices with DocuSign®
Objective
To complete subcontractor invoices for a project using the Procore + DocuSign® integration.
Background
If you have a valid DocuSign® account and the Procore + DocuSign® integration has been enabled on your Procore project, you can use the steps below to complete a subcontractor invoice using DocuSign®. To do this, you will need to know the email address and password for your DocuSign® account. Once you log in and grant the permissions requested by Procore, you can then use DocuSign® to add document(s) to an envelope, add recipients and send it out for signature.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
- 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.
- To request signatures using the Procore + DocuSign® integration, you must have an active DocuSign® account. For details, see:
Additional Information:
Prerequisites
Steps
You have two options for sending subcontractor invoices to DocuSign®:
- Complete a Single Subcontract Invoice with DocuSign®
- Send Multiple Subcontractor Invoices to DocuSign®
Complete a Single Subcontractor Invoice with DocuSign®
- Navigate to the project's Commitments tool.
- Under the Contracts tab, locate the subcontract with the invoice. Then click View.
- Click the Invoices tab.
- Locate the invoice to complete and click the Edit button.
- If you are ready to sign the contract with DocuSign®, click Complete with DocuSign.
- If you have NOT logged in to DocuSign®, you will be prompted to log in to your account as follows:
- Enter your DocuSign® email address in the Email Address box.
- Click Continue.
- Enter your DocuSign® password in the Password box.
- Click Log In.
- Click Accept to accept the required permissions request from Procore Technologies.
Note: If you click Cancel you will not be able to sign in to DocuSign®.
- After the DocuSign® page loads, you have these options:
- Remove a document:
The integration automatically displays any documents that have uploaded to the invoice in Procore. To remove a document, hover your mouse cursor over the Delete icon (illustrated below) and then click the icon.
Notes:- For other options, click the vertical ellipsis
and select the desired option from the menu.
- To learn more about the other options, click the Question Mark (?) icon to view the DocuSign® support documentation.
- For other options, click the vertical ellipsis
- Add documents to the envelope:
If you want to add documents to the DocuSign® envelope, use one or more of these methods:- Click the Plus (+) sign or Upload to add documents from your computer.
OR - Click Get From Cloud to add documents from a third-party cloud host.
- Click the Plus (+) sign or Upload to add documents from your computer.
- Add recipients to the envelope:
- Click Add Recipient to add a new recipient.
Note: Unless your project is using a custom form, the recipient role (for example, general contractor and subcontractor) will populate automatically based on what is entered in Procore. - Choose one of these options: Needs to Sign, Receives a Copy, or Needs to View.
Notes:- For other options, click the More link.
- To learn more about the other options, click the Question Mark (?) icon to view the DocuSign® support documentation.
- Click Add Recipient to add a new recipient.
- Remove a document:
- Click Next to review the documents in DocuSign®.
- When you are ready to send the document(s) in your envelope to the named recipients, click Send.
Send Multiple Subcontractor Invoices to DocuSign®
If you have 'Admin' permission to the Commitments tool, you can also use the project's Invoicing tool to send invoices to DocuSign® in bulk.
See Also
- How do I get a DocuSign® account?
- Do project owners and subcontractors need a DocuSign® account?
- Enable or Disable the DocuSign® Integration on a Procore Project