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Procore

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? 

See Also