As more customers use Dropbox Sign digital signatures with Procore, TEAM IM has expanded its availability to more Procore tools. We have seen that customers have various ways of using Procore Construction Management and eSignature technology.
Our Dropbox Sign for Procore customers have different needs and preferences when it comes to the financial management tools. We collaborated with Procore TEAM to enable eSignature requests from the new "beta version" commitment and change order tools that some customers are already using in their Procore Production environment.
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In addition, we have also added features to be able to track the status and history of a request as well as send reminders, edit and cancel requests.
TEAM IM continues to add Dropbox Sign eSignature capability to an increasing number of Procore tools. We currently support eSignature for the following Procore Project Management, Financial Management, and Workforce Management tools:
- Financial Management Tools
- Prime Contract
- Prime Contract Change Order
- Commitments
- Work Order
- Purchase Order
- Subcontract
- Change Order
- Invoicing
- Project Management Tools
- Submittals
- RFI's
- Meetings (via a Dropbox Sign template)
- Inspections
- Observations
- Correspondence
- Workforce Management
Dropbox Sign for Procore helps you become more efficient by allowing your Procore users to select artifacts created by the above tools to be generated and sent for signature without having to leave Procore. Signatories automatically receive notifications and reminders to sign the document digitally. Once all signatories have signed, the fully executed version is automatically saved back into Procore, ensuring your record keeping is always consistent which in turn makes financial and project close out significantly simpler. The integration allows for multiple documents and attachments and will track and display whose signature is still outstanding.
TEAM IM is working closely with the Procore product management team to add support for more and more tools (currently working on Incidents and Daily logs), as well as constantly improving the overall ease of use and features of the integration.
We have also added Single Sign on and pass through authentication capabilities by implementing OAuth adding this option to the existing API-key based integration. OAuth provides additional layers of security and importantly also maintains the identity of the Procore signature requestor in Dropbox Sign thus improving traceability and audit.
TEAM IM will continue to add support for more tools and make improvements to the integration functionality as we continue to receive constructive feedback and suggestions from our customers, and the Procore product team makes more tools and capabilities available for the integration to leverage.
Customers can either use an existing Dropbox Sign subscription or choose one that meets their needs. We support per signature request packages with Standard and Premium Features.
Lastly, with Dropbox Sign, there are no hidden or surprise costs. You pay per signature request and the higher the volume the lower the per unit or per signature request price. Dropbox Sign pricing is favorable compared to the competition and at TEAM IM will always endeavor to secure the most competitive pricing available. We will even match or better any written competitor quote.
For more information check out the integration on the Procore Marketplace or talk to Jeff to get a quote or arrange a demo.
Email inquiries at dropboxsign@teamim.com.
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