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Bulk Send Subcontractor Payment applications to DocuSign® with the Payment Applications Tool

 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Speciality Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options. 

  • To learn the differences: Show/Hide      
    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for main contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      Main Contractors

      English (United States) - Default


      English (Owner Terminology V2)

      Speciality Contractors

      English (Speciality Contractor Terminology)

      Payment Applications Payment Applications Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client MC/Client
      Main Contract Variation Funding Variation Client Contract Variation
      Main Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Bill of Quantities (SBOQ) Contractor Bill of Quantities (CBOQ) Subcontractor Bill of Quantities (SBOQ)


To send subcontractor payment applications to DocuSign® in bulk for signature with the Payment applications tool as an payment application administrator.


If you have a valid DocuSign® account and the Procore + DocuSign® integration is enabled on your Procore project, use the steps below to send your payment applications to the DocuSign® application for signature collection in bulk. To do this, you must know the email address and password for your DocuSign® account. Once you log in and grant the Procore the required access permissions, you add document(s) and recipients to the envelope and send it out for signature. 

Things to Consider



  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Mark the tickboxes next to the payment applications to bulk send to DocuSign®
    To send a subcontractor payment application to DocuSign®, it must be in one (1) of these statuses: ApprovedApproved as Noted, or Pending Owner Approval. See What are the default statuses for Procore payment applications?
  4. Click Send to DocuSign®
    If the Send to DocuSign® button is greyed out and unavailable, hover your mouse cursor over the button. A tooltip appears to inform you of the reason. Typically, it is because the purchase order or subcontract does not have an 'Invoice Contact' assigned to it. See Add Payment application Contacts to a Purchase Order or Subcontract.


    Procore sends the selected payment applications to DocuSign®. A GREEN success banner appears at the top of the page when complete.
    • When sending payment applications in bulk, the DocuSign®  integration only sends payment applications to the individuals listed as 'Invoice Contact(s)' on the contract in Procore.
    • Some DocuSign®  features are NOT available when using the bulk send option. For example, adding or removing documents, adding recipients and so on.
    • To use the unavailable DocuSign®  features, follow the steps in Complete Subcontractor Payment applications with DocuSign®.


See Also