Introduction
The Dropbox Sign for Procore side-panel app enables users to send, sign and manage their contracts anytime, all without having to leave the Procore application. Once all signatories have signed, the fully executed version of the document can be automatically added as an attachment to the contract or stored within the project's Documents tool.
The table below shows the current support provided by the Dropbox Sign for Procore integration across various Procore tools and features. Tools and features marked "Yes" are fully supported today. Items without a "Yes" (blank cells or dashes) are not yet supported but are planned for a future update.
Files | Workflow | |||||
Tool | Export File | Use Attachments | Reattach File | Set Status | Set Executed | Set Signed Date |
Commitment - Purchase Order | Yes | Yes | Self | Yes | Yes | Yes |
Commitment - Subcontract | Yes | Yes | Self | Yes | Yes | Yes |
Commitment - Tier-1 - Change Order | Yes | Yes | Parent | Yes | Yes | Yes |
Commitment - Tier-2 - Potential Change Order | - | - | - | - | - | - |
Commitment - Tier-2 - Change Order | Yes | Yes | Parent | Yes | Yes | Yes |
Commitment - Tier-3 - Potential Change Order | - | - | - | - | - | - |
Commitment - Tier-3 - Change Order Request | - | - | - | - | - | - |
Commitment - Tier-3 - Change Order | Yes | Yes | Parent | Yes | Yes | Yes |
Prime Contract (Non-beta only) | Yes | Yes | Self | Yes | Yes | Yes |
Prime Contract - Tier-1 - Change Order | Yes | Yes | Parent | Yes | Yes | Yes |
Prime Contract - Tier-2 - Potential Change Order | Yes | Yes | Parent | Yes | No | No |
Prime Contract - Tier-2 - Change Order | Yes | Yes | Parent | Yes | Yes | Yes |
Prime Contract - Tier-3 - Potential Change Order | Yes | Yes | Parent | Yes | No | No |
Prime Contract - Tier-3 - Change Order Request | - | - | - | - | - | - |
Prime Contract - Tier-3 - Change Order | Yes | Yes | Parent | Yes | Yes | Yes |