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Procore (en-GB)

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
Payment Applications Owner Payment Applications
  Subcontractor Payment Applications
Progress Billings 2 MC/Client Payment applications
  Subcontractor Payment Applications
Main Contracts Main Contracts
  Main Contract Variations
  Owner 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