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Procore (en-CA)

Complete a Prime Contract with DocuSign®

Objective

To complete the signature process for a prime contract with the DocuSign© integration.

Background

A Prime Contract is a legal agreement between contracted parties. In a single, two-party prime contract, the Owner financing the construction project is called the client or principal. The party being paid to ensure completion of work is called the general, primary or main contractor. In Procore, you can either create a single prime contract for a construction project or you can also divide the scope of work for a single project between multiple prime contracts. 

If you have a DocuSign© account, you can connect your Procore prime contract to DocuSign© tool to manage the signature process. This lets you and your prime contract's signatories receive, review and return contract signatures online—at any time and from any Internet-enabled device. 

Things to Consider

Steps

Complete a Prime Contract with DocuSign©

  1. Navigate to the project's Prime Contracts tool.
  2. Choose from the options:
    • Click Create Prime Contract. Then complete the steps in Create Prime Contracts.
      OR
    • Locate the contract to sign in the Prime Contracts list. Then click Edit.
  3. Under General Information, place a checkmark in the Sign with DocuSign© box.



     
  4. When the prime contract is ready for the signature process, click Complete with DocuSign©.


    This launches DocuSign©

Sign into DocuSign

  1. At the DocuSign© login page, enter the email address for your DocuSign© account.
     Tip
    If you don't have a DocuSign account to complete the sign in process,  see How do I get a DocuSign® account?

  2. Click Continue.
  3. Enter your password.
  4. Click Log In
    After you are logged in, the prime contract will be added as document to DocuSign© or you can choose to add your own document. 
  5. Upload documents by doing one of the following:
    • Upload
    • Use a Template
    • Get From Cloud
  6. If you are not using a custom form, DocuSign© will pre-populate recipient roles. If you choose to use the pre-populated roles, then DocuSign© will pre-place the signing tags in the correct position.

  7. Click Send to send the document for signature. Once the DocuSign© workflow is complete, the prime contract's status  is updated to 'Approved.' (If Procore Workflow is not being used). 
    Note: You can still manually edit the change order status if necessary.

See Also