Which Procore project tools support the DocuSign® integration?
Answer
The Procore + DocuSign® integration is available in numerous Procore project tools.
Supported Procore Tools
The following project tools allow you to request signatures on Procore items when the Procore + DocuSign® integration is enabled. See How do I enable the DocuSign® Integration?
| Project Tools | Collect signatures for these Procore items… | You can gain access to DocuSign® when performing this task… |
|---|---|---|
| Variations | Commitment Variations |
Note: Variations are created in each item's corresponding Procore Project Tool. |
| Main Contract Variations | ||
| Client Contracts 1 | Client Contracts | |
| Client Contract Variations | ||
| Commitments | Purchase Orders | |
| Subcontracts | ||
| Commitment Variation | ||
| Correspondence | Correspondence Items | |
| Documents |
Documents |
|
| Funding 2 | Fundings | |
| Funding Payment applications These are your upstream payment applications |
||
| Payment Applications | Main Contract Payment Applications These are your upstream payment applications |
|
| Subcontractor Payment applications These are your downstream payment applications |
||
| Progress Billings 2 | MC/Client Payment applications These are your downstream payment applications |
|
| Subcontractor Payment applications These are your downstream payment applications |
||
| Main Contracts | Main Contracts | |
| Main Contract Variations | ||
| Main Contract Payment Applications These are your upstream payment applications |
1 The Client Contracts and Progress Billings tools are available to Procore customers in the United States who have implemented the Procore for Speciality Contractors point-of-view dictionary. See What dictionaries and languages are available in the Procore web application?
2 The Funding tool is available to Procore Customers in the United States who have implemented the Procore for Owners point-of-view-dictionary. See What dictionaries and languages are available in the Procore web application?