Commitment Potential Change Order with DocuSign®

You can complete and send Commitment Potential Change Orders (PCOs) for electronic signature directly through Procore using the DocuSign® integration. Utilizing DocuSign® accelerates the review and execution process while maintaining an accurate, legally binding record of contract adjustments.

Required User Permissions

• 'Standard' or 'Admin' level permissions on the project's Commitments tools
  AND

• If the Change Orders tool is added to the project, 'Standard' or 'Admin' level permissions on the project's Change Orders tool.

• An active DocuSign® account integrated with your Procore account.

Additional Information:

• Once you log into your DocuSign^® account from Procore, you will NOT need to sign in again until the login token expires. Once expired, the 'Re-Authentication Required' banner appears in Procore. To learn more, see What do the different DocuSign® banners in Procore mean?

• Enabling the integration at the company level automatically turns it on for existing and new projects.

• If your company uses custom project templates, you must update your templates or you will need to manually enable DocuSign® on any new projects created from templates where DocuSign® was previously disabled.

• Enable the DocuSign® Integration on Your Company's Procore Account

• Enable the DocuSign® Integration on a Project

• To request signatures with Procore + DocuSign®: You must have an active DocuSign® account. Recipients do NOT need an account to sign a document. See Do I need a DocuSign© account and How do I get a DocuSign® account?

• An active DocuSign® account with permissions to send documents for electronic signature.

1. Navigate to the project's Commitments or Change Events tool.

2. Click View next to the commitment contract containing the PCO you want to execute.

3. Click the Change Orders tab and select the desired Commitment PCO.

4. Mark this box to route the change order document through DocuSign rather than manually collecting signatures.

5. Confirm that the Designated Reviewer field and any optional CC recipients are correctly populated. These users will receive automatic DocuSign email notifications once the envelope is generated.

6. Click Save and Send Sign with DocuSign. This launches the DocuSign® envelope setup window.

7. In the DocuSign® window, add the required recipients and assign their roles.

8. Place the necessary signature, initial, and date fields on the document.

9. Click Send to dispatch the envelope for execution.

Note: The status of the Commitment PCO in Procore will automatically update to reflect the signature progress from DocuSign®.