What We Did

After carefully examining DeMaria’s current and projected eSignature requirements, TEAM IM recommended Dropbox Sign for Procore. This decision was made because DeMaria was already making use of Procore’s construction management functionalities and Dropbox Sign offers subscription tiers that can meet and exceed DeMaria’s expectations while providing clear value and savings when compared to other eSignature platforms.

TEAM IM has long been a valuable partner for organizations in the construction industry because we recognize the industry’s unique needs in document and content management and know that a one-size-fits-all approach will not cut it. We brought that point of view to our work with DeMaria.

Dropbox Sign for Procore allows Dropbox Sign to be used as an embedded eSignature capability from within Procore in the newly deployed Side Panel that Procore offers. This means that, wherever a team member generates or sends a document from, they can insert a field of an eSignature without leaving the Procore tool.

The Side Panel allows simple initiation of the signing process as well as notifications when signatures are completed and the sending of reminders. This simple integration allows for a massive increase in team efficiency because important documents can be signed with minimal wait times from anywhere, and automatically saved against the associated record in Procore..

TEAM IM also developed a guideline for training team members on how to use this new eSignature solution—allowing for a very fast transition from the old processes and workflows to the new.