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Introduction

TEAM's HelloSign integration with Procore enables Procore users to Send, Sign and Track their contracts anytime, all without having to leave the Procore application.

  • Once configured, Documents in Procore contain HelloSign specific metadata, which are used to assign and initiate the electronic signature process.
  • A notification is sent to all signatories, along with a HelloSign link which enables each user to view and sign.
  • Templates can be created and maintained in Procore, using text tags to indicate the location of the signature within the document.
  • After the signature request has been initiated, the status of the request can be monitored in Procore, enabling the user to send reminders.
  • Once all signatories have signed, the fully executed version of the document is automatically saved back to Procore.
  • Pricing is available per user or per request with annual payment for the selected bundle.

View the Setup Guide and User Guide for additional information on using the product.