Which Procore project tools support the DocuSign® integration?

Beta icon 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 general 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.

      General Contractors English (United States) - Default

      Owners English (Owner Terminology V2)

      Specialty Contractors English (Specialty Contractor Terminology)

      Invoicing

      Invoicing

      Progress Billings

      Owner

      Funding

      Owner

      Owner/Client

      Owner/Client

      GC/Client

      Prime Contract Change Order

      Funding Change Order

      Client Contract Change Order

      Prime 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…

Change Orders

Commitment Change Orders

Note: Change orders are created in each item's corresponding Procore Project Tool.

Prime Contract Change Orders

Commitments

Purchase Orders

Subcontracts

Commitment Change Order

Correspondence

Correspondence Items

Documents

Documents

Invoicing

Owner Invoices These are your upstream invoices

Subcontractor Invoices These are your downstream invoices

Prime Contracts

Prime Contracts

Prime Contract Change Orders

Owner Invoices These are your upstream invoices