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Procore Support (en-au)

Create a Potential Variation (PV) with DocuSign®


To create a Prime Contract Change Order with DocuSign®.


If you have a DocuSign® account, you are able to track the status of a signed document in Procore. You can receive, review, and return their signed contracts online, at any time and from any Internet-enabled device.

If you do not have DocuSign® enabled, see Enable the DocuSign® Integration on a Project.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Prime Contracts tool
    Additional Information:
    • Once you have signed in to DocuSign® through Procore, you will not need to sign in again.  



For projects not using the Change Events tool

  1. Navigate to the project's Head Contracts tool.
  2. Click + Create Potential VAR.
  3. Mark the Sign with DocuSign® checkbox.

  4. Fill out the related fields. See Create a Potential Variation (PV).
  5. Click Complete with DocuSign® at the bottom of the page. 
  6. If you have not logged into DocuSign® from Procore before, complete the following steps:
    1. Enter your DocuSign® email address.

    2. Click Continue
    3. Enter your password.
    4. Click Log In.
  7. Once you are in DocuSign®, Procore's contract PDF will pre-populate as a document in DocuSign®, or you can choose to add your own document. 
  8. Upload documents by doing one of the following:
    1. Upload
    2. Use a Template
    3. Get From Cloud
  9. If you are not using a custom form, DocuSign® will pre-populate recipient roles. If you choose to use the pre-populated roles, then DocuSign® will pre-place the signing tags in the correct position.

  10. Click Send to send the document for signature. Once the DocuSign® workflow is complete, the change order status will change to "Approved." (If Procore Workflow is not being used). 
    Note: You can still manually edit the change order status if necessary

For projects using the Change Events tool

  1. Complete Steps #1-6 in Create a Head PV From a Change Event.
  2. Navigate to the change event you created a Head PV for.
  3. In the Prime PCO section of that change event, click View next to the Prime PCO you want to be signed with DocuSign®.
  4. Click Edit.
  5. Mark the Sign with DocuSign® checkbox.
  6. Fill out the related fields. See Create a Potential Variation (PV).
  7. Complete Steps #5-10 above.


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