Payee User Guide

Procore Pay’s Invoice Signing feature streamlines the process of collecting subcontractor signatures. By introducing a native eSignature solution (Procore Sign) alongside the  existing DocuSign integration, Procore allows subcontractors to sign their invoices directly within the platform. 

• Required User Permissions

  • You must be the Invoice Contact on the commitment to sign an invoice.

• If any changes are made to the Amount Due or Period End Date after you sign, your signature will be automatically removed. You will be notified to review and re-sign the updated document.

• You can download the executed version of the invoice (with the signature applied to the cover sheet) at any time from the Downloads button on the invoice page.

• Your General Contractor (GC) must have the Invoice Signing (Open Beta) feature enabled.

• The invoice must be in a status that allows for signature (e.g., Pending Approval or Approved).

1. Navigate to the project’s Invoicing or Commitments tool.

2. Locate your invoice and click the Invoice # to open the detail view.

3. In the blue Procore Sign banner at the top of the invoice page, click the Sign button.
   This will open a protected signing page directly within your Procore window.

4. Review the invoice document and any attached cover sheets.

5. Click the Signature field to apply your saved Procore signature or draw/type a new one.

6. Click Finish to execute the document.

7. Confirm your submission:

   • Once the signing window closes, the banner will refresh to show a Signed status.

   • You can now click the Download button in the banner to save a copy of the fully executed PDF for your records.