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Procore Support (en-au)

Complete Subcontractor Progress Claims with DocuSign®


To complete subcontractor progress claims for a project using the Procore + DocuSign© integration. 


If you have a valid DocuSign© account and the Procore + DocuSign© integration has been enabled on your Procore project, you can use the steps below to complete a subcontractor invoice using DocuSign©. To do this, you will need to know the email address and password for your DocuSign© account. Once you log in and grant the permissions requested by Procore Technologies, you can then use DocuSign© to add a document to an envelope, add recipients, and send it out for signature. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.
  • Additional Information:
    • Once you have logged in to your DocuSign© through Procore, you will not need to sign in again.  
    • To complete the steps below, the subcontractor progress claim must be in Approved, Approved as Noted, or Pending Owner Approval status.


You have two options for sending subcontractor progress claims to DocuSign©:

Complete a Single Subcontractor Progress Claim with DocuSign©

  1. Navigate to the project's Invoicing tool.
  2. Click Billings.
  3. Click the Subcontractor tab.
  4. Click the desired Commitment link to open it. 
  5. Click Edit.
  6. If you are ready to sign the contract with DocuSign©, click Complete with DocuSign.
  7. If you have NOT logged in to DocuSign©, you will be prompted to log in to your account as follows:

    1. Enter your DocuSign© email address in the Email Address box. 
    2. Click Continue.
    3. Enter your DocuSign© password in the Password box.
    4. Click Log In
    5. Click Accept to accept the required permissions request from Procore Technologies.
      Note: If you click Cancel you will not be able to sign in to DocuSign©
  8. After the DocuSign© page loads, you have these options:
    1. Remove a document:
      The integration automatically displays any documents that have uploaded to the progress claim in Procore. To remove a document, hover your mouse cursor over the Delete icon (illustrated below) and then click the icon. 


      • For other options, click the vertical ellipsis  and select the desired option from the menu.
      • To learn more about the other options, click the Question Mark (?) icon to view the DocuSign© support documentation.
    2. Add documents to the envelope:
      If you want to add documents to the DocuSign© envelope, use one or more of these methods:
      • Click the Plus (+) sign or Upload to add documents from your computer. 
      • Click Get From Cloud to add documents from a third-party cloud host. 
    3. Add recipients to the envelope:
      1. Click Add Recipient to add a new recipient. 
        Note: Unless your project is using a custom form, the recipient role (for example, head contractor and subcontractor) will populate automatically based on what is entered in Procore. 
      2. Choose one of these options: Needs to Sign, Receives a Copy, or Needs to View
        • For other options, click the More link. 
        • To learn more about the other options, click the Question Mark (?) icon to view the DocuSign© support documentation.
  9. Click Next to review the documents in DocuSign©.
  10. When you are ready to send the document(s) in your envelope to the named recipients, click Send.

Send Multiple Subcontractor Progress Claims to DocuSign

  1. Navigate to the project's Invoicing tool.
  2. Click the Billings tab. 
  3. Mark the boxes next to the progress claims you want to bulk send to DocuSign©
  4. Click the Send to DocuSign© button above the listed progress claims. 
    send-progress claims-to-docusign.png
    The progress claims are sent to DocuSign© and you will see a banner at the top of the page.
    Note: Each progress claim will be sent only to the Progress Claim Contact(s) listed for signature and adjustments within DocuSign© (for example, adding signatures, selecting templates and so on.) are not available when sending to DocuSign© in bulk. If these DocuSign© configurations are required, send each progress claim one-by-one . See Update and Set Up DocuSign© on a Subcontractor Progress Claim.
    compile-progress claim-backups-successful.png


If you would like to learn more about Procore’s invoice management software and how it can help your business, please visit our construction invoice management software product page here.
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