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Procore

Which Procore fields correspond to fields in DocuSign©?

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Answer

There are a few fields in Procore that correspond to fields in DocuSign© and vice versa. Please read the table below to understand which fields are connected.

Field in Procore
Corresponding Field in DocuSign©
The Progress Claim Contact field in the Commitments tool. See Add Progress Claim Contacts to a Purchase Order or Subcontract.

invoice-contacts-docusign.png

Subcontractor role(s) in DocuSign© with their name and email when an progress claim is sent in DocuSign©. There is 1 Subcontractor role created for each Progress Claim Contact

docusign-sub.png
The Contract Signer field in the Company Directory. See View Company Details in the Company Level Directory Tool.

directory-view-company-details-contacts.png
  1. In the Subcontractor role in DocuSign© with their name and email when a Commitment or Commitment Variation is sent to DocuSign©.
    docusign-sub.png
  2. In the Owner role in DocuSign© with their name and email when a Head Contract, HCV or Head PV is sent to DocuSign©.
    owner-docusign.png

Signed Date field in a Head Contract, Commitment or Variation is populated once the item has completed the DocuSign© process. 

contract-dates-04-18.png

The following signed dates in Procore are automatically populated:

  • Subcontract: Signed Contract Received Date
  • Purchase Order: Signed Purchase Order Received Date
  • Head Contract: Signed Contract Received Date
  • Variations: Signed Variation Received Date
 Once a Head Contract, Commitment or Variation has completed the DocuSign© signature process, the Signed Date field is auto-populated in Procore. 
The Status field in a Head Contract, Commitment or Variation (HCV, CV, PV) is updated to approved when the item has completed the DocuSign© process. 

status-approved.png		 When a Head Contract, Commitment or Variation (HCV, CV or PV), has completed the DocuSign© process, the status is updated to 'Approved' in Procore. 
 
The Executed Checkbox is updated to show a mark for the Head Contract, Commitment or Variation once the DocuSign© signature process is completed. 

executed.png		 When a Head Contract, Commitment or Variation has completed the DocuSign© process, the Executed checkbox is updated to be marked.

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