Skip to main content
Procore (en-GB)

Complete a Commitment Variation with DocuSign®

Objective

To complete the electronic signature process for a commitment variation using the Procore + DocuSign® integration. 

Background

After you create commitment variation for a commitment, Procore users with a DocuSign® account can prepare a DocuSign® envelope and send the Procore document to the appropriate recipient(s) to request a signature.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.
      AND
    • If the Change Events tool is added to the project, 'Standard' or 'Admin' level permissions on the project's Change Events tool.
  • Additional Information:

Prerequisites

Steps

Open a Commitment Variation in Procore

The steps below show you how to open a commitment variation in Procore. 

  1. Navigate to the project's Commitments tool. 
  2. In the Contracts tab, locate the commitment to work with and click the arrow to expand the commitment's variations. 
  3. Click the Variation link to open it. 

    expand-commitment-change-orders.png
  4. In the variation, click Edit
  5. Mark the Sign with DocuSign tickbox. 

    cco-sign-with-docusign-checkbox.png
  6. Scroll to the bottom of the page and click Complete with DocuSign

    cco-complete-with-docusign.png
    Procore launches the DocuSign® web application. If you are NOT logged into your DocuSign® account, you must follow the steps in Log in to DocuSign®. If you are already logged in, proceed to Prepare the DocuSign® Envelope

Log in to DocuSign®

®" data-show="false" >

Prepare the DocuSign® Envelope

Once you are logged into the DocuSign®, the 'Upload a Document and Add Envelope Recipient' page appears. Complete these steps:

Add Documents to the Envelope

The following Procore information automatically populates the DocuSign® envelope:

  • A PDF copy of the variation is automatically added to the 'Add Documents to Envelope' section. 
  • The required signature boxes for each 'Role' on the contract. For example, the Main Contractor or Subcontractor whose contract is affected by the variation. This includes each users 'Name' and 'Email Address.' For more information, see Add Recipients to the Envelope below.
  1. Optional: If you want to add additional documents to the envelope, choose one of the available options under the 'Add Documents to the Envelope' section:

    docusign-add-documents-to-envelope.png
     Note
    The available options in the 'Add Documents to the Envelope' section are developed and maintained by DocuSign®. To learn how to use DocuSign®, Procore recommends reviewing the content on support.docusign.com
    1. Upload
    2. Use a Template
    3. Get From Cloud

Add Recipients to the Envelope

To add recipients to the envelope:

  1. Under 'Add Recipients to the Envelope', keep the default recipient blocks, their names and their email addresses. This data is added to the envelope automatically by the Procore+DocuSign® integration. If the data was specified in Procore, the values in the 'Name' and 'Email Address' fields of the recipient blocks correspond to these fields in Procore:
    • Subcontractor. This is the individual designated in the 'Architect/Engineer' field of the commitment associated with the subcontractor payment application. 
    • Main Contractor. This the individual who is designated in the 'Primary Contact' field in the Project Directory for the company designated in the 'Contractor'' field of the commitment associated with the subcontractor payment application. 
      docusign-add-recipients-to-the-envelope.png

Add a Message to All Recipients

Preview the Signature Fields & Send the Envelope

The next step is to preview the signature fields on the DocuSign® document. The signature fields correspond to specific roles in Procore. For example, the Main Contractor and Subcontractor who are parties on the contract associated with this variation. The Procore + DocuSign® integration automatically adds these fields to the DocuSign® envelope. 

  1. Scroll to the bottom of the DocuSign® document, to view the signature fields. An example is pictured below. 

    docusign-signature-fields-send.png
     
  2. In the DocuSign® document, leave the signature fields in their default position(s). This ensures the Procore + DocuSign® collection process works as designed.
  3. Optional: Add any 'Standard Fields' to the form as desired.
     Note
    The options in the 'Standard Fields' area are developed and maintained by DocuSign®. To learn how to use DocuSign®, Procore recommends reviewing the content on support.docusign.com
  4. When you are ready to collect the specified signatures, click Send
    DocuSign® sends the envelope to the specified recipients. Recipients can then continue with the Next Step. After the required signatures are applied to the document, Procore's default behaviour is to change the status of the item in Procore to 'Approved'. 

See Also 

 

If you would like to learn more about Procore's commitments software and how it can help your business, please visit our construction financials tool product page icon-external-link.png.