Which Procore project tools support the DocuSign® integration?

Last updated
Save as PDF

Answer

The Procore + DocuSign® integration is available in numerous Procore project tools.

Supported Procore Tools

The following project tools allow you to request signatures on Procore items when the Procore + DocuSign® integration is enabled. See How do I enable the DocuSign® Integration?

Project Tools	Collect signatures for these Procore items…	You can gain access to DocuSign® when performing this task…
Variations	Commitment Variations	Note: Variations are created in each item's corresponding Procore Project Tool.
	Head Contract Variations
Client Contracts ¹	Client Contracts	Create Client Contracts
	Client Contract Variations	Create a Client Contract Variation
Commitments	Purchase Orders	Create a Purchase Order
	Subcontracts	Create a Subcontract
	Commitment Variation	Create a Commitment Variation
Correspondence	Correspondence Items	Create a Correspondence Item
Documents	Documents	Sign a Document with DocuSign® in the Project Level Documents Tool
Funding ²	Fundings	Create Fundings
	Funding Progress Claims These are your upstream progress claims	Create a Funding Progress Claim
Invoicing	Head Contract Progress Claim These are your upstream progress claims	Create an Owner Progress Claim
	Subcontractor Progress Claims These are your downstream progress claims	Submit a New Progress Claim as a Progress Claim Contact Create a Subcontractor Progress Claim on Behalf of a Progress Claim Contact
Progress Billings ²	HC/Client Progress Claims These are your downstream progress claims	Create a HC/Client Progress Claim for a Client Contract
	Subcontractor Progress Claims These are your downstream progress claims	Submit a New Progress Claim as a Progress Claim Contact Create a Subcontractor Progress Claim on Behalf of a Progress Claim Contact
Head Contracts	Head Contracts	Create Head Contracts
	Head Contract Variations	Create a Head Contract Variation
	Head Contract Progress Claim These are your upstream progress claims	Create an Owner Progress Claim

¹ The Client Contracts and Progress Billings tools are available to Procore customers in the United States who have implemented the Procore for Speciality Contractors point-of-view dictionary. See What dictionaries and languages are available in the Procore web application?

² The Funding tool is available to Procore Customers in the United States who have implemented the Procore for Owners point-of-view-dictionary. See What dictionaries and languages are available in the Procore web application?

Answer

Supported Procore Tools

See Also