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.

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

See Also

Loading related articles...