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Procore

Bulk Send Subcontractor Invoices to DocuSign® with the Invoicing Tool

 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options. 

  • To learn the differences: Show/Hide      
    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      General Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Specialty Contractors

      English (Specialty Contractor Terminology)

      Invoicing Invoicing Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client GC/Client
      Prime Contract Change Order Funding Change Order Client Contract Change Order
      Prime Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)

Objective

To send subcontractor invoices to DocuSign® in bulk for signature with the Invoicing tool as an invoice administrator.

Background

If you have a valid DocuSign® account and the Procore + DocuSign® integration is enabled on your Procore project, use the steps below to send your invoices to the DocuSign® application for signature collection in bulk. To do this, you must know the email address and password for your DocuSign® account. Once you log in and grant the Procore the required access permissions, you add document(s) and recipients to the envelope and send it out for signature. 

Things to Consider

Prerequisites

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Mark the checkboxes next to the invoices to bulk send to DocuSign®
     Note
    To send a subcontractor invoice to DocuSign®, it must be in one (1) of these statuses: ApprovedApproved as Noted, or Pending Owner Approval. See What are the default statuses for Procore invoices?
  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.

    sub-invoice-bulk-send-to-docusign.png

    Procore sends the selected invoices to DocuSign®. A GREEN success banner appears 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®.

    compile-invoice-backups-successful.png

See Also