跳转到主内容
Procore

哪些 Procore 项目工具支持 DocuSign® 集成?

 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. 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. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      General Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Specialty Contractors

      English (Specialty Contractor Terminology)

      Invoicing Invoicing Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client GC/Client
      Prime Contract Change Order Funding Change Order Client Contract Change Order
      Prime Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)

答案

多数 Procore 项目工具均支持 Procore + DocuSign® 集成。

支持的 Procore 工具

启用 Procore + DocuSign® 集成后,以下项目工具可允许你在 Procore 项上请求签名。请参阅如何启用 DocuSign® 集成?

项目工具 收集以下 Procore 项的签名… 执行此任务时,可以获得对 DocuSign® 的访问权限……
变更通知单 合约变更通知单

注意:变更通知单是在每个项对应的 Procore 项目工具中创建的。

  主合同变更通知单
合约 订单
  分包合同
  合约变更通知单
通信 通信项
文档

文档

开发票 业主发票
这些是你的上游发票
  分包商发票
这些是你的下游发票
主合同 主合同
  主合同变更通知单
  业主发票
这些是你的上游发票

另请参阅