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Procore (en-GB)

Create a Commitment Variation (CV) with DocuSign®

Objective

To create a Commitment Variation (CV) with DocuSign®. 

Background

If you have a DocuSign® account, you are able to track the status of a signed document in Procore. You can receive, review and return their signed contracts online, at any time and from any Internet-enabled device.

Things to Consider

Steps

  1. Navigate to the appropriate tool for your environment:
  2. Click Create a Commitment VAR by following the appropriate steps described in:
  3. Place a mark in the Sign with DocuSign® checkbox.

    sign-with-docusign.png
     
  4. When your CV is ready, click Complete with DocuSign®.

    complete-with-docusign.png
     
  5. If you have not logged into DocuSign® from Procore before, complete these login steps:
    1. Enter the email address for your DocuSign® account.

      docusign-login.png
       
    2. Click Continue.
    3. Enter your password.
    4. Click Log In.
  6. Once you are in DocuSign®, Procore's contract PDF will pre-populate as a document in DocuSign®, or you can choose to add your own document. 
  7. Upload documents by doing one of the following:
    1. Upload
    2. Use a Template
    3. Get From Cloud
  8. If you are not using a custom form, DocuSign® will pre-populate recipient roles. If you choose to use the pre-populated roles, then DocuSign® will pre-place the signing tags in the correct position.

    subcontract_view (1).jpg
     
  9. Click Send to send the document for signature. Once the DocuSign® workflow is complete, the variation status will change to "Approved." (If Procore Workflow is not being used). 
    Note: You can still manually edit the variation status if necessary.

    subcontract_view2.jpg

 

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 here.