How to Link DocuSign to Procore: A Complete Guide

Tired of manually sending contracts back and forth between Procore and DocuSign? Our step-by-step guide shows you how to seamlessly link these two powerful platforms, saving you hours of tedious work each week. Plus, discover how AI automation tools like Bardeen can take your efficiency to the next level.

Whether you're a seasoned pro or just getting started, this guide has everything you need to master the art of linking DocuSign and Procore. Get ready to streamline your workflow and close deals faster than ever before!

Enabling the DocuSign Integration in Procore: Streamlining Your Signature Process

Linking DocuSign to Procore is a straightforward process that can significantly improve your document signing workflow. By enabling the DocuSign integration, you can seamlessly request and manage electronic signatures directly within Procore. In this section, we'll walk you through the essential steps to get started.

1. Meet the Prerequisites

Before enabling the DocuSign integration in Procore, ensure that you have a Procore Administrator role. This role grants you the necessary permissions to manage integrations at the company level. Additionally, you'll need an active DocuSign account to request signatures using the integration. You can also connect Google Docs for more streamlined document management.

A Procore Administrator has full control over the company's Procore account, including managing user permissions, configuring settings, and enabling integrations. If you don't have this role, contact your company's Procore Administrator for assistance.

2. Enable Integration at the Company Level

To enable the DocuSign integration in Procore, start by accessing your company's Procore account settings. Navigate to the "Integrations" section and locate the DocuSign integration option. Click on "Enable" to activate the integration at the company level.

The process typically involves a few simple clicks and may require you to provide your DocuSign account credentials to establish the connection. Once enabled, the integration will be available for use across your Procore projects.

3. Enable Integration for Specific Projects

After enabling the DocuSign integration at the company level, you'll need to activate it for each Procore project where you want to use electronic signatures. This step ensures that the integration is tailored to your project's specific needs.

To enable the integration for a project, navigate to the project's settings and look for the DocuSign integration option. Toggle the switch to "On" or follow the prompts to activate the integration. Repeat this process for each project that requires DocuSign functionality.

Enabling the DocuSign integration at the project level allows you to customize settings, such as default signature recipients, document templates, and notification preferences. This granular control ensures that the integration aligns with your project's workflow and requirements.

By following these steps, you'll be well on your way to streamlining your signature process with the DocuSign integration in Procore. The integration simplifies document signing, reduces manual tasks, and helps keep your projects moving forward efficiently. For additional automation, consider how to automate sales prospecting to complement your workflow.

In the next section of this guide, we'll dive into the process of linking your DocuSign account to specific Procore projects, enabling you to start requesting and managing electronic signatures seamlessly.

Linking Your DocuSign Account to Procore Projects: Streamlining E-Signatures

Linking your DocuSign account to specific Procore projects is a crucial step in streamlining your e-signature process. By establishing this connection, you can seamlessly request signatures on important documents directly within Procore. Let's explore the importance of project-level integration, the steps involved, and troubleshooting tips to ensure a smooth experience.

1. Project-Level Integration: Why It Matters

While enabling the DocuSign integration at the company level in Procore is essential, linking your DocuSign account to individual projects takes it a step further. This project-specific integration allows you to tailor your e-signature workflow to the unique needs of each project.

For example, let's say you're managing a construction project for a new office building. By linking your DocuSign account to that specific project in Procore, you can efficiently request signatures on contracts, change orders, and other project-related documents without leaving the Procore interface. This saves time and ensures all signature-related activities are centralized within the project.

2. Step-by-Step Guide to Linking DocuSign

Linking your DocuSign account to a Procore project is a straightforward process. Follow these steps:

1. Navigate to the project's Admin tool in Procore.
2. Locate the DocuSign integration settings within the project's configuration options.
3. Click on the "Link DocuSign Account" button.
4. Enter your DocuSign login credentials when prompted.
5. Confirm the connection and save the settings.

By completing these steps, your DocuSign account will be linked to the specific Procore project, enabling you to request signatures seamlessly.

3. Troubleshooting Common Issues

If you encounter any issues while linking your DocuSign account to a Procore project, don't worry. Here are a few troubleshooting tips:

• Double-check your DocuSign login credentials to ensure they are correct.
• Verify that your DocuSign account has the necessary permissions to integrate with Procore.
• Contact your DocuSign account administrator for assistance if you continue to face issues.
• Reach out to Procore support if the problem persists after checking your DocuSign account.

By following these troubleshooting steps, you can quickly resolve any issues and get back to streamlining your e-signature process.

Need to save time managing your files across apps? Try Bardeen to integrate Google Drive and keep your documents updated without manual effort.

Linking your DocuSign account to Procore projects is a game-changer for managing e-signatures efficiently. With project-level integration, you can keep your signature workflows organized and tailored to each project's requirements.

Thanks for sticking with us through this guide! We hope you're now equipped with the knowledge to become a DocuSign-Procore integration pro. Just imagine all the time you'll save by automating sales prospecting and streamlining your e-signature process – more time for coffee breaks and celebrating project milestones!

Conclusions

Knowing how to link DocuSign to Procore is crucial for streamlining your e-signature process within construction projects. In this guide, you discovered:

• The prerequisites and steps for enabling DocuSign integration in Procore at the company and project levels.
• The importance of linking your DocuSign account to specific Procore projects and the step-by-step process to do so.
• Troubleshooting tips for resolving common issues when linking DocuSign to Procore projects.

Don't miss out on the benefits of integrating DocuSign with Procore – you might end up drowning in paperwork!

For more on linking tools, see our guide on integrating Google Sheets.