Create a Potential Change Order (PCO) with DocuSign®
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
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- Once you have signed in to DocuSign® through Procore, you will not need to sign in again.
Prerequisites
- The signature initiator in Procore must have an active DocuSign® account. See How do I get a DocuSign® account? and Do owners and subcontractors need a DocuSign® account?
- The Procore + DocuSign® Integration must be enabled on the project. See Enable the DocuSign® Integration on a Project.
Steps
For projects not using the Change Events tool
- Navigate to the project's Prime Contracts tool.
- Locate the prime contract to work with. Then click its Number link.
- Click + Create Potential CO.
- Mark the Sign with DocuSign® checkbox.
- Fill out the related fields. See Create a Potential Change Order (PCO).
- Click Complete with DocuSign® at the bottom of the page.
- 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
- 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.
- 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
For projects using the Change Events tool
- Complete Steps #1-6 in Create a Prime PCO From a Change Event.
- Navigate to the change event you created a Prime PCO for.
- In the Prime PCO section of that change event, click View next to the Prime PCO you want to be signed with DocuSign®.
- Click Edit.
- Mark the Sign with DocuSign® checkbox.
- Fill out the related fields. See Create a Potential Change Order (PCO).
- Complete Steps #5-10 above.