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.

      总承包商英语(美国)- 默认

      业主英语(业主术语第 2 版)

      专业承包商英语(专业承包商术语)

      开发票

      开发票

      进度账单

      业主

      资金

      业主

      业主/客户

      业主/客户

      总承包商/客户

      主合同变更通知单

      资金变更通知单

      客户合同变更通知单

      主合同

      资金

      客户合同

      营收

      资金

      营收

      分包合同

      合约

      分包合同

      分包商

      承包商

      分包商

      分包商分项价格表(SSOV)

      承包商分项价格表(CSOV)

      分包商分项价格表(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

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