Which Procore project tools support the DocuSign® integration?

Using Owner or Specialty Contractor Terminology?

Procore can be configured to use terminology specific to General Contractors, Owners, or Specialty Contractors. 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.

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)

About These Dictionaries

Default Setting: The 'General Contractor' dictionary is enabled by default for all accounts.
Availability: These alternate dictionaries in italics are available in US English only.

How to Switch Your Dictionary

To change your company's terminology to the Owner or Specialty Contractor dictionary, contact your company's . They will work with your Procore Point of Contact to make the change.

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.
	Commitment Potential Change Orders (PCOs)	Note: Potential Change Orders (PCOs) are created in the Commitments tool or directly within the Change Events tool.
Commitments	Purchase Orders	Create Subcontracts
	Subcontracts	Create Subcontracts
	Commitment Change Order	Create a Commitment Change Order
Correspondence	Correspondence Items	Create a Correspondence Item
Documents	Documents	Sign a Document with DocuSign® in the Project Level Documents Tool
Invoicing	Owner Invoices These are your upstream invoices	Create Owner Invoices
	Subcontractor Invoices These are your downstream invoices	Create a Subcontractor Invoice
Prime Contracts	Prime Contracts	Create Prime Contracts
	Prime Contract Change Orders	Create a Prime Contract Change Order
	Owner Invoices These are your upstream invoices	Create Owner Invoices

Which Procore project tools support the DocuSign® integration?

About These Dictionaries

How to Switch Your Dictionary

Answer

Supported Procore Tools

See Also