Skip to main content
Procore (en-GB)

Complete a Main Contract Variation with DocuSign®


To create a main contract variation with DocuSign®.


If you have a DocuSign® account, you can connect your Procore main contract variation to DocuSign® to manage the signature process. This provides the parties on the contract change with a way to receive, review and return their signatures online—at any time and from any Internet-enabled device. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Main Contracts tool.
  • Additional Information:
  • For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide  
    • Integration by Procore: Viewpoint® Spectrum®
      • COMING SOON This functionality is coming soon. To sync data:
        • The Date field on an MCV is required.
        • The Billing Item Code on a MCV must be 10 characters or less.
    • Integration by Ryvit: Viewpoint® Vista™
      • This functionality is coming soon.
    • QuickBooks®
      • MCV exports are NOT supported.
    • Sage 100 Contractor®
      • MCV exports are NOT supported.
    • Sage 300 CRE®:
      • Title. The MCV title must be 30 characters or less. 
      • Number (#). The MCV number be five (5) characters or less. 
      • Status. The main contract must be in the Approved status.
      • Associated Line Item. For each line item that you add to the variation's Bill of Quantities (BOQ), you may designate one (1) associated line item for each variation line item or the same associated line item for all variation line items.  Note: The Associated Line Item list is only visible and available when the ERP Integrations tool has been configured to work with Sage 300 CRE® and the export main contract variations capability has been switched on in Procore by your Integration Implementation Specialist.


Open the Variation

The steps you use to open the variation depend on your configuration settings and whether the Change Events tool is added to the project. See Add and Remove Project Tools.

Unsure about whether to add the Change Events tool to a project? Your Procore Administrator can turn the tool ON or OFF. However, it is important to learn more about that process first. For details, see Can I enable the Change Events tool on my existing project? and Can I disable the Change Events tool? 

For Contracts Using the 1-tier variation Setting and For Projects using the Change Events tool

  1. Navigate to the project's Change Events tool. 
  2. In the Line Items tab, click the change event's Number link. 
  3. In the change event, click Edit
  4. Scroll to the Main Contract Variation section. 
  5. Locate the variation to send for signature and click View.
  6. In the variation, click Edit.
  7. Mark the Sign with DocuSign tickbox.
  8. In the variation, click Edit and complete the data entry. 
  9. Click the Complete with DocuSign button at the bottom of the page. 


For Contracts Using the 2- or 3-Tier Variation Setting and For Projects Not using the Change Events Tool

If the Main Contracts tool on your project is configured to the use two (2) or three (3) tier variation setting or if the Change Events tool is NOT active on your project, use these steps to open the variation. 

  1. Navigate to the project's Main Contracts tool.
  2. Locate the main contract with the variation. Click the Number link.
  3. In the General Information card, click Edit
  4.  Mark the Sign with DocuSign tickbox. 

  5. In the General Information card, click Save
  6. Click the Variations tab. 
  7. In the Main Contract Variations table, click the Number link. 
  8. In the variation, click Edit and complete the data entry. 
  9. Click the Complete with DocuSign button at the bottom of the page. 


Log In to DocuSign® 

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 who are parties on 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:

    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
    1. Upload
    2. Use a Template
    3. Get From Cloud

Add Recipients to the Envelope

  1. Under 'Add Recipients to the Envelope', keep the default signature boxes. 

    As illustrated below, the following Procore information, if available,  is automatically populated in DocuSign®:

    • If the data exists in the Procore application, the signature boxes show the recipients 'Role' in the contract process. In the illustration below, the roles are Main Contractor or Subcontractor. If your company has implemented one of Procore's language or point-of-view dictionaries in your environment, the roles that appear in your environment may be different. To learn about Procore's dictionaries, see What dictionaries and languages are available in the Procore web application?
    • Each signature box also shows the Name and Email Address for the Procore user. 
    • The other options in the 'Add Recipients to the Envelope' section are developed and maintained by DocuSign®. To learn how to use DocuSign®, Procore recommends reviewing the content on

Add a Message to All Recipients

  1. In the 'Message to All Recipients' section, do the following:
    • Email Subject
      Enter a subject line for the outgoing email message. 
    • Email Message
      Enter the copy for the body of the outgoing email message. 
  2. Click Next

Preview the Signature Fields & Send the Envelope

The next step is to preview the signature fields on the PDF. The signature fields correspond to the roles in Procore. For example, the Main Contractor and Subcontractor who are parties to the variation. These fields are automatically added to the DocuSign® envelope by the Procore + DocuSign® integration. 

  1. Scroll to the bottom of the PDF to view the signature fields. An example is pictured below. 

  2. Keep the existing signature fields. These fields are automatically populated by Procore and keeping them in their default positions ensures the signature workflow for the Procore application functions as expected. 
  3. Optional: Add any 'Standard Fields' to the form as desired.
    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
  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. Once all the signatures are collected and applied to the document, Procore changes the status of the variation to 'Approved.' You also have the option to update the variation's status manually. 

See Also


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