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Procore (en-GB)

Portfolio Financials: DocuSign Integration for Contracts and Variations

This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: March 30, 2020  /  Feature Released: April 7, 2020


 Note
This release applies to accounts with Procore's Portfolio Financials product. Please reach out to your Procore point of contact for more information. 

Electronically Sign Contracts and Variations 

Procore has added a DocuSign® integration for Portfolio Financials tools that allows users to send and sign contract and variation documents in Procore electronically through DocuSign. Once the integration is enabled by your Procore point of contact, contracts and variations can be sent from Procore to DocuSign so that they can be reviewed and signed by designated contacts. 

Details

  • This feature requires a DocuSign account and it must be enabled by your Procore point of contact in Portfolio Financials. 
  • The DocuSign functionality is only available for documents that are uploaded to the 'Contract Documents' section of the Contract page or the 'Variation Documents' section of the Variations page within Portfolio Financials. It is not currently available for payment applications and other documents.
  • When adding contacts to a DocuSign workflow, the names and email addresses must exactly match what exists for the contacts in Portfolio Financials. 
  • Contacts that have been marked as Primary Contacts in Portfolio Financials will be the default signers when sending an item to DocuSign.
    set-as-primary-contact.png
  • There is a 25mb limit for files sent to DocuSign. If a document package is over 25mb, only the contract or variation PDF will be pulled in to DocuSign. 
Complete with DocuSign Button

contract-complete-with-docusign-button.png

Signature Status and Sign Button
contract-sign-button.png
Signature Status and View, Manage and Void Buttons

contract-signature-view-manage-void.png

See Also

 

If you would like to ask questions or share any feedback, please contact support-owners@procore.com.