Which Procore project tools support the DocuSign® integration?

 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty 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 head 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. 

      Head Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Subcontractors

      English (Speciality Contractor Terminology)
      Progress Claiming Progress Claiming Progress Billings
      Owner-developer Funding Owner-developer
      Owner/Client Owner/Client HC/Client
      Head Contract Variation Funding Variation Client Contract Variation
      Head Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)

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
Commitments Purchase Orders
  Subcontracts
  Commitment Variation
Correspondence Correspondence Items
Documents

Documents
Progress Claiming Head Contract Progress Claim
These are your upstream progress claims
  Subcontractor Progress Claims
These are your downstream progress claims
Head Contracts Head Contracts
  Head Contract Variations
  Head Contract Progress Claim
These are your upstream progress claims

See Also