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Procore (en-CA)

Create a Potential Change Order (PCO) with DocuSign®

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Objective

To create a Prime Contract Change Order 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.

If you do not have DocuSign® enabled, see Enable the DocuSign® Integration on a Project.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Prime Contracts tool
    Additional Information:
    • Once you have signed in to DocuSign® through Procore, you will not need to sign in again.  

Prerequisites

Steps

For projects not using the Change Events tool

  1. Navigate to the project's Prime Contracts tool.
  2. Locate the prime contract to work with. Then click its Number link.
  3. Click + Create Potential CO.
  4. Mark the Sign with DocuSign® checkbox.

    sign-with-docusign.png
     
  5. Fill out the related fields. See Create a Potential Change Order (PCO).
  6. Click Complete with DocuSign® at the bottom of the page. 
  7. If you have not logged into DocuSign® from Procore before, complete the following steps:
    1. Enter your DocuSign® email address.

      docusign-login.png
       
    2. Click Continue. 
    3. Enter your password.
    4. Click Log In.
  8. 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. 
  9. Upload documents by doing one of the following:
    1. Upload
    2. Use a Template
    3. Get From Cloud
  10. 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.

    prime_contract_1 (1).jpg
     
  11. Click Send to send the document for signature. Once the DocuSign® workflow is complete, the change order status will change to "Approved." (If Procore Workflow is not being used). 
    Note: You can still manually edit the change order status if necessary

    prime_contract_2 (1).jpg

For projects using the Change Events tool

  1. Complete Steps #1-6 in Create a Prime PCO From a Change Event.
  2. Navigate to the change event you created a Prime PCO for.
  3. In the Prime PCO section of that change event, click View next to the Prime PCO you want to be signed with DocuSign®.
  4. Click Edit.
  5. Mark the Sign with DocuSign® checkbox.
  6. Fill out the related fields. See Create a Potential Change Order (PCO).
  7. Complete Steps #5-10 above.

 

If you would like to learn more about Procore’s prime contract software and how it can help your business, please visit our construction contract management software product page here.